MIH
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Meitav Investment House’s Emerson Electric EMR Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-470
Closed -$41.9K – 384
2023
Q2 		$41.9K Sell
470
-72,997
-99% -$6.14M ﹤0.01% 457
2023
Q1 		$6.29M Sell
73,467
-9,000
-11% -$787K 0.11% 130
2022
Q4 		$7.97M Sell
82,467
-9,100
-10% -$818K 0.14% 123
2022
Q3 		$6.79M Buy
91,567
+17,000
+23% +$1.41M 0.12% 128
2022
Q2 		$5.88M Sell
74,567
-9,229
-11% -$814K 0.1% 132
2022
Q1 		$8.15M Buy
83,796
+6,640
+9% +$629K 0.12% 128
2021
Q4 		$7.17M Buy
77,156
+9,509
+14% +$895K 0.12% 139
2021
Q3 		$6.37M Hold
67,647
– – 0.1% 145
2021
Q2 		$6.51M Sell
67,647
-20,782
-24% -$1.95M 0.17% 111
2021
Q1 		$7.98K Buy
88,429
+20,175
+30% +$1.74M 0.22% 94
2020
Q4 		$5.49M Buy
68,254
+27,948
+69% +$2.08M 0.21% 89
2020
Q3 		$2.64M Buy
+40,306
New +$2.65M 0.13% 96
2019
Q3 		– Sell
-5,739
Closed -$379K – 455
2019
Q2 		$379K Buy
+5,739
New +$384K 0.03% 280
2018
Q4 		– Sell
-8,295
Closed -$635K – 373
2018
Q3 		$635K Sell
8,295
-3,012
-27% -$222K 0.03% 263
2018
Q2 		$782K Sell
11,307
-2,242
-17% -$158K 0.03% 268
2018
Q1 		$925K Buy
+13,549
New +$965K 0.05% 175

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

Meitav Investment House's EMR Position: Q3 2023 in Review

Meitav Investment House sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 470 shares — an estimated $41.9K sold.

Meitav Investment House first reported a position in EMR in Q1 2018 and held it in 16 quarters. The position peaked at $8.15M in Q1 2022. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Meitav Investment House reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 470 Emerson Electric shares in Q3 2023, an estimated $41.9K.
  • Meitav Investment House first reported a position in Emerson Electric in Q1 2018 and held it in 16 quarters.
  • Meitav Investment House's Emerson Electric position peaked at $8.15M in Q1 2022.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.