Oxford Financial Group’s Emerson Electric EMR Stock Holding History

Oxford 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 Q3	–	Sell	-2,126	Closed	-$234K	–	306
2024 Q2	$234K	Buy	+2,126	New	+$235K	0.02%	240

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

Oxford Financial Group's EMR Position: Q3 2024 in Review

Oxford Financial Group sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 2,126 shares — an estimated $234K sold.

Oxford Financial Group first reported a position in EMR in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

Oxford Financial Group reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
Oxford Financial Group sold 2,126 Emerson Electric shares in Q3 2024, an estimated $234K.
Oxford Financial Group first reported a position in Emerson Electric in Q2 2024 and held it in 1 quarter.
Oxford Financial Group's Emerson Electric position peaked at $234K in Q2 2024.
1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.