Planned Solutions’s Emerson Electric EMR Stock Holding History

Planned Solutions’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	-23	Closed	-$2.52K	–	258
2024 Q3	$2.52K	Buy	+23	New	+$2.48K	﹤0.01%	538
2024 Q1	–	Sell	-23	Closed	-$2.24K	–	217
2023 Q4	$2.24K	Buy	+23	New	+$2.11K	﹤0.01%	498

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

Planned Solutions's EMR Position: Q4 2024 in Review

Planned Solutions sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 23 shares — an estimated $2.52K sold.

Planned Solutions first reported a position in EMR in Q4 2023 and held it in 2 quarters. The position peaked at $2.52K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Planned Solutions reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 23 Emerson Electric shares in Q4 2024, an estimated $2.52K.
Planned Solutions first reported a position in Emerson Electric in Q4 2023 and held it in 2 quarters.
Planned Solutions's Emerson Electric position peaked at $2.52K in Q3 2024.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.