LIWM
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Long Island Wealth Management’s Emerson Electric EMR Stock Holding History

Long Island Wealth 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
Q1 		– Sell
-31
Closed -$3K – 174
2023
Q4 		$3K Buy
+31
New +$2.84K ﹤0.01% 306

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

Long Island Wealth Management's EMR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 31 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in EMR in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 31 Emerson Electric shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Emerson Electric in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Emerson Electric position peaked at $3K in Q4 2023.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.