Occudo Quantitative Strategies’s Emerson Electric EMR Stock Holding History

Occudo Quantitative Strategies’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	-31,775	Closed	-$3.48M	–	745
2024 Q3	$3.48M	Buy	31,775 +29,079	+1,079%	+$3.13M	0.63%	31
2024 Q2	$297K	Sell	2,696 -1,723	-39%	-$191K	0.05%	461
2024 Q1	$501K	Buy	+4,419	New	+$454K	0.09%	303
2023 Q4	–	Sell	-13,449	Closed	-$1.3M	–	900
2023 Q3	$1.3M	Sell	13,449 -31,645	-70%	-$3.01M	0.17%	189
2023 Q2	$4.08M	Sell	45,094 -57,723	-56%	-$4.86M	0.42%	22
2023 Q1	$8.96M	Buy	+102,817	New	+$8.99M	0.81%	2
2022 Q4	–	Sell	-39,591	Closed	-$2.9M	–	1079
2022 Q3	$2.9M	Buy	+39,591	New	+$3.29M	0.23%	118
2022 Q1	–	Sell	-36,693	Closed	-$3.41M	–	1176
2021 Q4	$3.41M	Buy	+36,693	New	+$3.45M	0.3%	69

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Occudo Quantitative Strategies's EMR Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 31,775 shares — an estimated $3.48M sold.

Occudo Quantitative Strategies first reported a position in EMR in Q4 2021 and held it in 8 quarters. The position peaked at $8.96M in Q1 2023. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Occudo Quantitative Strategies reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Occudo Quantitative Strategies sold 31,775 Emerson Electric shares in Q4 2024, an estimated $3.48M.
Occudo Quantitative Strategies first reported a position in Emerson Electric in Q4 2021 and held it in 8 quarters.
Occudo Quantitative Strategies's Emerson Electric position peaked at $8.96M in Q1 2023.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.