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Rational Advisors’s Emerson Electric EMR Stock Holding History

Rational 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
Q4 		– Sell
-360
Closed -$39.4K – 129
2024
Q3 		$39.4K Sell
360
-56
-13% -$6.03K ﹤0.01% 142
2024
Q2 		$45.8K Sell
416
-22
-5% -$2.43K ﹤0.01% 158
2024
Q1 		$49.7K Hold
438
– – ﹤0.01% 175
2023
Q4 		$42.6K Hold
438
– – ﹤0.01% 176
2023
Q3 		$42.3K Buy
+438
New +$41.7K ﹤0.01% 176
2020
Q4 		– Sell
-101
Closed -$7K – 329
2020
Q3 		$7K Buy
101
+27
+36% +$1.78K ﹤0.01% 323
2020
Q2 		$5K Buy
+74
New +$4.2K ﹤0.01% 421
2020
Q1 		– Sell
-4,794
Closed -$365K – 271
2019
Q4 		$365K Buy
4,794
+4,672
+3,830% +$337K 0.17% 141
2019
Q3 		$8K Buy
122
+66
+118% +$4.15K ﹤0.01% 504
2019
Q2 		$4K Sell
56
-545
-91% -$36.5K ﹤0.01% 523
2019
Q1 		$41K Buy
+601
New +$39.5K 0.01% 332
2018
Q4 		– Sell
-302
Closed -$23K – 532
2018
Q3 		$23K Buy
302
+244
+421% +$18K 0.01% 348
2018
Q2 		$4K Sell
58
-73
-56% -$5.13K ﹤0.01% 397
2018
Q1 		$9K Buy
+131
New +$9.33K ﹤0.01% 384
2017
Q1 		– Sell
-23,500
Closed -$1.31M – 260
2016
Q4 		$1.31M Sell
23,500
-6,900
-23% -$371K 1.25% 30
2016
Q3 		$1.66M Sell
30,400
-71,200
-70% -$3.82M 1.09% 21
2016
Q2 		$5.3M Hold
101,600
– – 3.68% 4
2016
Q1 		$5.53M Buy
+101,600
New +$4.9M 3.62% 1
2015
Q1 		– Sell
-280
Closed -$17K – 499
2014
Q4 		$17K Buy
+280
New +$17.5K ﹤0.01% 366
2013
Q4 		$418K Sell
5,949
-319
-5% -$21.3K 0.04% 371
2013
Q3 		$406K Buy
6,268
+291
+5% +$17.8K 0.03% 410
2013
Q2 		$326K Buy
+5,977
New +$336K 0.03% 443

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Rational Advisors's EMR Position: Q4 2024 in Review

Rational Advisors sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 360 shares — an estimated $39.4K sold.

Rational Advisors first reported a position in EMR in Q2 2013 and held it in 22 quarters. The position peaked at $5.53M in Q1 2016. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Rational Advisors reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 360 Emerson Electric shares in Q4 2024, an estimated $39.4K.
  • Rational Advisors first reported a position in Emerson Electric in Q2 2013 and held it in 22 quarters.
  • Rational Advisors's Emerson Electric position peaked at $5.53M in Q1 2016.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.