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Mendota Financial Group’s Emerson Electric EMR Stock Holding History

Mendota Financial Group’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
-671
Closed -$73.4K – 634
2024
Q3 		$73.4K Buy
671
+1
+0.1% +$108 0.04% 144
2024
Q2 		$73.8K Hold
670
– – 0.04% 144
2024
Q1 		$76K Sell
670
-75
-10% -$7.7K 0.04% 154
2023
Q4 		$72.5K Hold
745
– – 0.06% 173
2023
Q3 		$71.9K Hold
745
– – 0.07% 116
2023
Q2 		$67.3K Buy
745
+599
+410% +$50.4K 0.08% 117
2023
Q1 		$14.3K Sell
146
-747
-84% -$65.3K 0.01% 208
2022
Q4 		$85.8K Buy
+893
New +$80.3K 0.11% 106

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mendota Financial Group's EMR Position: Q4 2024 in Review

Mendota Financial Group sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 671 shares — an estimated $73.4K sold.

Mendota Financial Group first reported a position in EMR in Q4 2022 and held it in 8 quarters. The position peaked at $85.8K in Q4 2022. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Mendota Financial Group reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 671 Emerson Electric shares in Q4 2024, an estimated $73.4K.
  • Mendota Financial Group first reported a position in Emerson Electric in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Emerson Electric position peaked at $85.8K in Q4 2022.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.