Pettee Investors’s Emerson Electric EMR Stock Holding History

Pettee Investors’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Sell	8,923 -535	-6%	-$71.3K	0.71%	41
2025 Q1	$1.04M	Sell	9,458 -2,650	-22%	-$291K	0.62%	53
2024 Q4	$1.5M	Buy	12,108 +275	+2%	+$34.1K	0.76%	41
2024 Q3	$1.29M	Hold	11,833	–	–	0.63%	54
2024 Q2	$1.3M	Hold	11,833	–	–	0.63%	56
2024 Q1	$1.34M	Sell	11,833 -3,123	-21%	-$354K	0.57%	57
2023 Q4	$1.46M	Buy	14,956 +280	+2%	+$27.3K	0.64%	54
2023 Q3	$1.42M	Buy	14,676 +150	+1%	+$14.5K	0.67%	51
2023 Q2	$1.31M	Buy	14,526 +1,000	+7%	+$90.4K	0.59%	56
2023 Q1	$1.18M	Sell	13,526 -368	-3%	-$32.1K	0.56%	60
2022 Q4	$1.34M	Buy	13,894 +325	+2%	+$31.2K	0.66%	51
2022 Q3	$994K	Sell	13,569 -875	-6%	-$64.1K	0.53%	61
2022 Q2	$1.15M	Buy	14,444 +703	+5%	+$55.9K	0.57%	59
2022 Q1	$1.35M	Buy	13,741 +37	+0.3%	+$3.63K	0.59%	57
2021 Q4	$1.27M	Hold	13,704	–	–	0.53%	60
2021 Q3	$1.29M	Hold	13,704	–	–	0.6%	52
2021 Q2	$1.32M	Hold	13,704	–	–	0.62%	53
2021 Q1	$1.24M	Sell	13,704 -100	-0.7%	-$9.02K	0.6%	53
2020 Q4	$1.11M	Sell	13,804 -1,200	-8%	-$96.5K	0.59%	47
2020 Q3	$983K	Hold	15,004	–	–	0.57%	49
2020 Q2	$931K	Hold	15,004	–	–	0.58%	49
2020 Q1	$715K	Hold	15,004	–	–	0.51%	55
2019 Q4	$1.15M	Hold	15,004	–	–	0.65%	41
2019 Q3	$1M	Sell	15,004 -274	-2%	-$18.3K	0.63%	48
2019 Q2	$1.02M	Sell	15,278 -878	-5%	-$58.6K	0.65%	44
2019 Q1	$1.11M	Sell	16,156 -1,000	-6%	-$68.5K	0.7%	36
2018 Q4	$1.03M	Sell	17,156 -250	-1%	-$14.9K	0.73%	33
2018 Q3	$1.33M	Sell	17,406 -80	-0.5%	-$6.13K	0.79%	33
2018 Q2	$1.21M	Hold	17,486	–	–	0.76%	35
2018 Q1	$1.2M	Hold	17,486	–	–	0.74%	34
2017 Q4	$1.22M	Hold	17,486	–	–	0.74%	34
2017 Q3	$1.1M	Hold	17,486	–	–	0.71%	34
2017 Q2	$1.04M	Hold	17,486	–	–	0.93%	30
2017 Q1	$1.05M	Hold	17,486	–	–	0.95%	30
2016 Q4	$974K	Sell	17,486 -1,200	-6%	-$66.8K	0.93%	29
2016 Q3	$1.02M	Sell	18,686 -450	-2%	-$24.5K	0.99%	28
2016 Q2	$998K	Hold	19,136	–	–	0.97%	29
2016 Q1	$1.04M	Sell	19,136 -4,125	-18%	-$224K	1.07%	28
2015 Q4	$1.11M	Hold	23,261	–	–	1.07%	25
2015 Q3	$1.03M	Hold	23,261	–	–	1.07%	27
2015 Q2	$1.29M	Hold	23,261	–	–	1.26%	24
2015 Q1	$1.32M	Hold	23,261	–	–	1.28%	24
2014 Q4	$1.44M	Hold	23,261	–	–	1.38%	21
2014 Q3	$1.46M	Sell	23,261 -4,000	-15%	-$250K	1.43%	19
2014 Q2	$1.81M	Buy	27,261 +550	+2%	+$36.5K	1.64%	18
2014 Q1	$1.79M	Hold	26,711	–	–	1.68%	18
2013 Q4	$1.88M	Buy	+26,711	New	+$1.88M	1.76%	18