Safeguard Financial’s Emerson Electric EMR Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-15	Closed	-$1K	–	211
2023 Q2	$1K	Buy	+15	New	+$1.26K	﹤0.01%	517

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's EMR Position: Q3 2023 in Review

Safeguard Financial sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Safeguard Financial first reported a position in EMR in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

Safeguard Financial reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 15 Emerson Electric shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Emerson Electric in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Emerson Electric position peaked at $1K in Q2 2023.
1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.