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S.E.E.D. Planning Group’s Emerson Electric EMR Stock Holding History

S.E.E.D. Planning 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
2023
Q4 		– Sell
-2,141
Closed -$207K – 88
2023
Q3 		$207K Sell
2,141
-1,331
-38% -$127K 0.08% 78
2023
Q2 		$314K Sell
3,472
-143
-4% -$12K 0.11% 67
2023
Q1 		$315K Sell
3,615
-229
-6% -$20K 0.12% 69
2022
Q4 		$369K Buy
3,844
+256
+7% +$23K 0.16% 60
2022
Q3 		$263K Buy
3,588
+326
+10% +$27.1K 0.12% 65
2022
Q2 		$259K Buy
3,262
+531
+19% +$46.8K 0.12% 68
2022
Q1 		$268K Buy
2,731
+356
+15% +$33.7K 0.11% 71
2021
Q4 		$221K Sell
2,375
-213
-8% -$20.1K 0.1% 86
2021
Q3 		$244K Buy
2,588
+309
+14% +$30.8K 0.12% 70
2021
Q2 		$219K Buy
+2,279
New +$214K 0.11% 81

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

S.E.E.D. Planning Group's EMR Position: Q4 2023 in Review

S.E.E.D. Planning Group sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 2,141 shares — an estimated $207K sold.

S.E.E.D. Planning Group first reported a position in EMR in Q2 2021 and held it in 10 quarters. The position peaked at $369K in Q4 2022. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • S.E.E.D. Planning Group reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 2,141 Emerson Electric shares in Q4 2023, an estimated $207K.
  • S.E.E.D. Planning Group first reported a position in Emerson Electric in Q2 2021 and held it in 10 quarters.
  • S.E.E.D. Planning Group's Emerson Electric position peaked at $369K in Q4 2022.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2023, filed 26 Jan 2024.