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Pinion Investment Advisors’s Emerson Electric EMR Stock Holding History

Pinion Investment Advisors’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
Q1 		– Sell
-3,769
Closed -$367K – 150
2023
Q4 		$367K Sell
3,769
-538
-12% -$49.3K 0.22% 98
2023
Q3 		$416K Buy
4,307
+210
+5% +$20K 0.27% 95
2023
Q2 		$370K Buy
4,097
+1,107
+37% +$93.2K 0.25% 101
2023
Q1 		$261K Sell
2,990
-715
-19% -$62.5K 0.24% 104
2022
Q4 		$356K Sell
3,705
-1,080
-23% -$97.1K 0.34% 79
2022
Q3 		$350K Sell
4,785
-30
-0.6% -$2.49K 0.31% 106
2022
Q2 		$383K Sell
4,815
-140
-3% -$12.3K 0.32% 104
2022
Q1 		$486K Hold
4,955
– – 0.34% 93
2021
Q4 		$461K Sell
4,955
-29
-0.6% -$2.73K 0.31% 96
2021
Q3 		$469K Buy
4,984
+55
+1% +$5.49K 0.38% 87
2021
Q2 		$474K Buy
4,929
+20
+0.4% +$1.88K 0.38% 94
2021
Q1 		$443K Buy
4,909
+1,229
+33% +$106K 0.41% 91
2020
Q4 		$296K Buy
+3,680
New +$274K 0.31% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinion Investment Advisors's EMR Position: Q1 2024 in Review

Pinion Investment Advisors sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 3,769 shares — an estimated $367K sold.

Pinion Investment Advisors first reported a position in EMR in Q4 2020 and held it in 13 quarters. The position peaked at $486K in Q1 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Pinion Investment Advisors reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 3,769 Emerson Electric shares in Q1 2024, an estimated $367K.
  • Pinion Investment Advisors first reported a position in Emerson Electric in Q4 2020 and held it in 13 quarters.
  • Pinion Investment Advisors's Emerson Electric position peaked at $486K in Q1 2022.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Pinion Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.