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Planning Capital Management Corporation’s Emerson Electric EMR Stock Holding History

Planning Capital Management Corporation’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 		$40K Sell
365
-26
-7% -$2.8K 0.03% 207
2024
Q2 		$43.1K Buy
391
+1
+0.3% +$111 0.03% 205
2024
Q1 		$44.2K Buy
390
+186
+91% +$19.1K 0.03% 199
2023
Q4 		$19.9K Buy
+204
New +$18.7K 0.02% 296

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

Planning Capital Management Corporation's EMR Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Emerson Electric (EMR) stake by 6.6% in Q3 2024, selling an estimated $2.8K and leaving 365 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #207.

Planning Capital Management Corporation first reported a position in EMR in Q4 2023 and has held it in 4 quarters since. The position peaked at $44.2K in Q1 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Planning Capital Management Corporation held 365 shares of Emerson Electric worth $40K as of Q3 2024.
  • Planning Capital Management Corporation sold 26 Emerson Electric shares in Q3 2024, an estimated $2.8K.
  • Emerson Electric made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #207 holding.
  • Planning Capital Management Corporation first reported a position in Emerson Electric in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Emerson Electric position peaked at $44.2K in Q1 2024.
  • 1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.