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Retirement Group’s Emerson Electric EMR Stock Holding History

Retirement Group’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 		$63.3K Hold
558
– – 0.02% 207
2023
Q4 		$54.3K Hold
558
– – 0.02% 210
2023
Q3 		$53.9K Hold
558
– – 0.02% 196
2023
Q2 		$50.4K Hold
558
– – 0.02% 204
2023
Q1 		$49K Hold
558
– – 0.02% 196
2022
Q4 		$54K Buy
+558
New +$50.2K 0.03% 176
2022
Q3 		– Sell
-1,223
Closed -$97K – 574
2022
Q2 		$97K Buy
1,223
+558
+84% +$49.2K 0.04% 157
2022
Q1 		$65K Sell
665
-98
-13% -$9.28K 0.03% 206
2021
Q4 		$71K Buy
763
+85
+13% +$8K 0.03% 193
2021
Q3 		$64K Buy
678
+3
+0.4% +$299 0.03% 205
2021
Q2 		$65K Sell
675
-100
-13% -$9.4K 0.03% 206
2021
Q1 		$70K Sell
775
-125
-14% -$10.8K 0.03% 232
2020
Q4 		$72K Buy
+900
New +$66.9K 0.03% 215

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

Retirement Group's EMR Position: Q1 2024 in Review

Retirement Group held its Emerson Electric (EMR) position steady in Q1 2024 at 558 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #207.

Retirement Group first reported a position in EMR in Q4 2020 and has held it in 13 quarters since. The position peaked at $97K in Q2 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Retirement Group held 558 shares of Emerson Electric worth $63.3K as of Q1 2024.
  • Retirement Group left its Emerson Electric share count unchanged in Q1 2024.
  • Emerson Electric made up 0.02% of Retirement Group's portfolio in Q1 2024, its #207 holding.
  • Retirement Group first reported a position in Emerson Electric in Q4 2020 and has held it in 13 quarters since.
  • Retirement Group's Emerson Electric position peaked at $97K in Q2 2022.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.