Monograph Wealth Advisors’s Emerson Electric EMR Stock Holding History

Monograph Wealth Advisors’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	-2,000	Closed	-$220K	–	112
2024 Q2	$220K	Sell	2,000 -10,000	-83%	-$1.11M	0.03%	97
2024 Q1	$1.36M	Buy	12,000 +9,000	+300%	+$924K	0.2%	43
2023 Q4	$292K	Hold	3,000	–	–	0.05%	85
2023 Q3	$290K	Buy	+3,000	New	+$286K	0.06%	96

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's EMR Position: Q3 2024 in Review

Monograph Wealth Advisors sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 2,000 shares — an estimated $220K sold.

Monograph Wealth Advisors first reported a position in EMR in Q3 2023 and held it in 4 quarters. The position peaked at $1.36M in Q1 2024. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

Monograph Wealth Advisors reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 2,000 Emerson Electric shares in Q3 2024, an estimated $220K.
Monograph Wealth Advisors first reported a position in Emerson Electric in Q3 2023 and held it in 4 quarters.
Monograph Wealth Advisors's Emerson Electric position peaked at $1.36M in Q1 2024.
1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Monograph Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.