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Lee Financial’s Emerson Electric EMR Stock Holding History

Lee Financial’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-288
Closed -$28K – 365
2023
Q4 		$28K Hold
288
– – ﹤0.01% 279
2023
Q3 		$27.8K Hold
288
– – 0.01% 266
2023
Q2 		$26K Buy
288
+61
+27% +$5.13K ﹤0.01% 271
2023
Q1 		$19.8K Sell
227
-11
-5% -$961 ﹤0.01% 307
2022
Q4 		$22.9K Hold
238
– – ﹤0.01% 326
2022
Q3 		$17K Sell
238
-54
-18% -$4.49K ﹤0.01% 350
2022
Q2 		$23K Buy
292
+7
+2% +$617 ﹤0.01% 319
2022
Q1 		$28K Buy
285
+280
+5,600% +$26.5K 0.01% 296
2021
Q4 		$0 Buy
+5
New +$471 ﹤0.01% 918
2020
Q3 		– Sell
-22
Closed -$1K – 538
2020
Q2 		$1K Hold
22
– – ﹤0.01% 505
2020
Q1 		$1K Hold
22
– – ﹤0.01% 464
2019
Q4 		$2K Hold
22
– – ﹤0.01% 463
2019
Q3 		$1K Hold
22
– – ﹤0.01% 496
2019
Q2 		$1K Hold
22
– – ﹤0.01% 504
2019
Q1 		$2K Buy
+22
New +$1.45K ﹤0.01% 472
2018
Q4 		– Sell
-49
Closed -$4K – 451
2018
Q3 		$4K Sell
49
-4,292
-99% -$317K ﹤0.01% 414
2018
Q2 		$300K Sell
4,341
-748
-15% -$52.6K 0.07% 124
2018
Q1 		$348K Buy
+5,089
New +$362K 0.09% 113

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee Financial's EMR Position: Q1 2024 in Review

Lee Financial sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 288 shares — an estimated $28K sold.

Lee Financial first reported a position in EMR in Q1 2018 and held it in 18 quarters. The position peaked at $348K in Q1 2018. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Lee Financial reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 288 Emerson Electric shares in Q1 2024, an estimated $28K.
  • Lee Financial first reported a position in Emerson Electric in Q1 2018 and held it in 18 quarters.
  • Lee Financial's Emerson Electric position peaked at $348K in Q1 2018.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.