LifePro Asset Management’s Emerson Electric EMR Stock Holding History

LifePro Asset Management’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 Q3	$418K	Buy	3,822 +650	+20%	+$69.9K	0.26%	89
2024 Q2	$349K	Buy	3,172 +13	+0.4%	+$1.44K	0.25%	88
2024 Q1	$358K	Buy	3,159 +754	+31%	+$77.4K	0.24%	89
2023 Q4	$234K	Buy	2,405 +23	+1%	+$2.11K	0.18%	90
2023 Q3	$230K	Sell	2,382 -7,317	-75%	-$697K	0.19%	86
2023 Q2	$877K	Buy	9,699 +90	+0.9%	+$7.58K	0.68%	40
2023 Q1	$923K	Hold	9,609	–	–	0.67%	34
2022 Q4	$923K	Buy	9,609 +16	+0.2%	+$1.44K	0.67%	34
2022 Q3	$702K	Sell	9,593 -147	-2%	-$12.2K	0.4%	25
2022 Q2	$775K	Buy	9,740 +148	+2%	+$13K	0.4%	47
2022 Q1	$940K	Hold	9,592	–	–	0.34%	43
2021 Q4	$892K	Hold	9,592	–	–	0.26%	43
2021 Q3	$904K	Hold	9,592	–	–	0.27%	36
2021 Q2	$923K	Hold	9,592	–	–	0.27%	34
2021 Q1	$865K	Hold	9,592	–	–	0.27%	34
2020 Q4	$771K	Buy	+9,592	New	+$713K	0.24%	37

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LifePro Asset Management's EMR Position: Q3 2024 in Review

LifePro Asset Management increased its Emerson Electric (EMR) stake by 20% in Q3 2024, buying an estimated $69.9K and bringing the position to 3,822 shares worth $418K. The position accounts for 0.26% of the portfolio, ranked #89.

LifePro Asset Management first reported a position in EMR in Q4 2020 and has held it in 16 quarters since. The position peaked at $940K in Q1 2022. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

LifePro Asset Management held 3,822 shares of Emerson Electric worth $418K as of Q3 2024.
LifePro Asset Management bought 650 Emerson Electric shares in Q3 2024, an estimated $69.9K.
Emerson Electric made up 0.26% of LifePro Asset Management's portfolio in Q3 2024, its #89 holding.
LifePro Asset Management first reported a position in Emerson Electric in Q4 2020 and has held it in 16 quarters since.
LifePro Asset Management's Emerson Electric position peaked at $940K in Q1 2022.
1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.