M Holdings Securities’s Emerson Electric EMR Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-7,554	Closed	-$658K	–	280
2023 Q1	$658K	Buy	+7,554	New	+$660K	0.07%	205

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's EMR Position: Q1 2023 in Review

M Holdings Securities sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 7,488 shares — an estimated $654K sold.

M Holdings Securities first reported a position in EMR in Q4 2013 and held it in 26 quarters. The position peaked at $719K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

M Holdings Securities reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 7,488 Emerson Electric shares in Q1 2023, an estimated $654K.
M Holdings Securities first reported a position in Emerson Electric in Q4 2013 and held it in 26 quarters.
M Holdings Securities's Emerson Electric position peaked at $719K in Q4 2022.
1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.