PFG
EMR icon

Peterson Financial Group’s Emerson Electric EMR Stock Holding History

Peterson 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 		$52.6K Buy
+481
New +$51.8K 0.2% 85
2023
Q1 		– Sell
-16,805
Closed -$1.61M – 36
2022
Q4 		$1.61M Sell
16,805
-9,566
-36% -$860K 2.13% 9
2022
Q3 		$1.93M Buy
26,371
+733
+3% +$60.9K 1.88% 13
2022
Q2 		$2.04M Buy
25,638
+2,054
+9% +$181K 1.92% 11
2022
Q1 		$2.31M Buy
23,584
+1,504
+7% +$142K 1.92% 12
2021
Q4 		$2.05M Buy
+22,080
New +$2.08M 1.68% 20

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

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

Peterson Financial Group opened a new position in Emerson Electric (EMR) in Q3 2024: 481 shares worth $52.6K. The stake represents 0.2% of the portfolio and ranks #85 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in EMR as recently as Q4 2022.

Peterson Financial Group first reported a position in EMR in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.31M in Q1 2022. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Peterson Financial Group held 481 shares of Emerson Electric worth $52.6K as of Q3 2024.
  • Emerson Electric was a new Peterson Financial Group position in Q3 2024.
  • Emerson Electric made up 0.2% of Peterson Financial Group's portfolio in Q3 2024, its #85 holding.
  • Peterson Financial Group first reported a position in Emerson Electric in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Emerson Electric position peaked at $2.31M in Q1 2022.
  • 1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.