Sarah T. Connolly’s Emerson Electric EMR Stock Holding History

Sarah T. Connolly’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	-4,534	Closed	-$438K	–	32
2023 Q3	$438K	Sell	4,534 -300	-6%	-$28.6K	0.29%	67
2023 Q2	$437K	Hold	4,834	–	–	0.26%	74
2023 Q1	$421K	Hold	4,834	–	–	0.27%	74
2022 Q4	$464K	Hold	4,834	–	–	0.32%	73
2022 Q3	$354K	Hold	4,834	–	–	0.26%	79
2022 Q2	$384K	Hold	4,834	–	–	0.26%	76
2022 Q1	$474K	Hold	4,834	–	–	0.28%	72
2021 Q4	$449K	Hold	4,834	–	–	0.25%	75
2021 Q3	$455K	Hold	4,834	–	–	0.37%	72
2021 Q2	$465K	Hold	4,834	–	–	0.38%	70
2021 Q1	$436K	Hold	4,834	–	–	0.39%	71
2020 Q4	$389K	Buy	+4,834	New	+$359K	0.36%	75

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Sarah T. Connolly's EMR Position: Q4 2023 in Review

Sarah T. Connolly sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 4,534 shares — an estimated $438K sold.

Sarah T. Connolly first reported a position in EMR in Q4 2020 and held it in 12 quarters. The position peaked at $474K in Q1 2022. 1,865 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Sarah T. Connolly reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 4,534 Emerson Electric shares in Q4 2023, an estimated $438K.
Sarah T. Connolly first reported a position in Emerson Electric in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Emerson Electric position peaked at $474K in Q1 2022.
1,865 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.