Morningstar Investment Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
+6,589
| New | +$879K | 0.08% | 76 |
|
|
2025
Q1 | – | Sell |
-9,055
| Closed | -$1.12M | – | 123 |
|
|
2024
Q4 | $1.12M | Sell |
9,055
-1,050
| -10% | -$130K | 0.09% | 63 |
|
|
2024
Q3 | $1.14M | Sell |
10,105
-78
| -0.8% | -$8.78K | 0.11% | 76 |
|
|
2024
Q2 | $1.12M | Sell |
10,183
-829
| -8% | -$91.3K | 0.12% | 74 |
|
|
2024
Q1 | $1.25M | Hold |
11,012
| – | – | 0.14% | 71 |
|
|
2023
Q4 | $1.07M | Buy |
11,012
+136
| +1% | +$13.2K | 0.12% | 78 |
|
|
2023
Q3 | $1.05M | Sell |
10,876
-531
| -5% | -$51.3K | 0.14% | 56 |
|
|
2023
Q2 | $1.03M | Buy |
11,407
+6,244
| +121% | +$564K | 0.14% | 59 |
|
|
2023
Q1 | $450K | Buy |
5,163
+779
| +18% | +$67.9K | 0.07% | 59 |
|
|
2022
Q4 | $421K | Buy |
+4,384
| New | +$421K | 0.07% | 61 |
|