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Lifeworks Advisors’s Emerson Electric EMR Stock Holding History

Lifeworks Advisors’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
2025
Q1 		– Sell
-3,659
Closed -$453K – 311
2024
Q4 		$453K Sell
3,659
-558
-13% -$67.7K 0.08% 180
2024
Q3 		$461K Buy
4,217
+558
+15% +$60K 0.09% 172
2024
Q2 		$403K Sell
3,659
-522
-12% -$57.7K 0.11% 149
2024
Q1 		$474K Sell
4,181
-445
-10% -$45.7K 0.13% 131
2023
Q4 		$450K Sell
4,626
-360
-7% -$33K 0.16% 125
2023
Q3 		$482K Buy
4,986
+2,643
+113% +$252K 0.19% 125
2023
Q2 		$212K Buy
+2,343
New +$197K 0.09% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lifeworks Advisors's EMR Position: Q1 2025 in Review

Lifeworks Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 3,659 shares — an estimated $453K sold.

Lifeworks Advisors first reported a position in EMR in Q2 2023 and held it in 7 quarters. The position peaked at $482K in Q3 2023. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Lifeworks Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 3,659 Emerson Electric shares in Q1 2025, an estimated $453K.
  • Lifeworks Advisors first reported a position in Emerson Electric in Q2 2023 and held it in 7 quarters.
  • Lifeworks Advisors's Emerson Electric position peaked at $482K in Q3 2023.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.