McGlone Suttner Wealth Management’s Emerson Electric EMR Stock Holding History

McGlone Suttner 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 Q4	–	Sell	-1,936	Closed	-$212K	–	181
2024 Q3	$212K	Buy	+1,936	New	+$208K	0.04%	163
2024 Q2	–	Sell	-2,023	Closed	-$229K	–	167
2024 Q1	$229K	Buy	2,023 +59	+3%	+$6.06K	0.04%	155
2023 Q4	$191K	Buy	+1,964	New	+$180K	0.04%	163

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

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

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

Norges Bank Oslo, Norway $935B AUM

McGlone Suttner Wealth Management's EMR Position: Q4 2024 in Review

McGlone Suttner Wealth Management sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 1,936 shares — an estimated $212K sold.

McGlone Suttner Wealth Management first reported a position in EMR in Q4 2023 and held it in 3 quarters. The position peaked at $229K in Q1 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

McGlone Suttner Wealth Management reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 1,936 Emerson Electric shares in Q4 2024, an estimated $212K.
McGlone Suttner Wealth Management first reported a position in Emerson Electric in Q4 2023 and held it in 3 quarters.
McGlone Suttner Wealth Management's Emerson Electric position peaked at $229K in Q1 2024.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.