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Sather Financial Group’s Emerson Electric EMR Stock Holding History

Sather Financial 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
Q3 		– Sell
-21,705
Closed -$1.96M – 93
2023
Q2 		$1.96M Hold
21,705
– – 0.16% 40
2023
Q1 		$1.89M Hold
21,705
– – 0.16% 41
2022
Q4 		$2.08M Buy
+21,705
New +$1.95M 0.17% 46

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

Sather Financial Group's EMR Position: Q3 2023 in Review

Sather Financial Group sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 21,705 shares — an estimated $1.96M sold.

Sather Financial Group first reported a position in EMR in Q4 2022 and held it in 3 quarters. The position peaked at $2.08M in Q4 2022. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Sather Financial Group reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Sather Financial Group sold 21,705 Emerson Electric shares in Q3 2023, an estimated $1.96M.
  • Sather Financial Group first reported a position in Emerson Electric in Q4 2022 and held it in 3 quarters.
  • Sather Financial Group's Emerson Electric position peaked at $2.08M in Q4 2022.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Sather Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.