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Mittelman Wealth Management’s Emerson Electric EMR Stock Holding History

Mittelman 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
Q3 		– Sell
-3,200
Closed -$353K – 44
2024
Q2 		$353K Hold
3,200
– – 0.23% 59
2024
Q1 		$363K Buy
+3,200
New +$329K 0.25% 52

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mittelman Wealth Management's EMR Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 3,200 shares — an estimated $353K sold.

Mittelman Wealth Management first reported a position in EMR in Q1 2024 and held it in 2 quarters. The position peaked at $363K in Q1 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 3,200 Emerson Electric shares in Q3 2024, an estimated $353K.
  • Mittelman Wealth Management first reported a position in Emerson Electric in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Emerson Electric position peaked at $363K in Q1 2024.
  • 1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.