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Schechter Investment Advisors’s Emerson Electric EMR Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.3M Sell
11,839
-1,235
-9% -$149K 0.11% 184
2024
Q4 		$1.62M Buy
13,074
+1,381
+12% +$167K 0.12% 160
2024
Q3 		$1.28M Buy
11,693
+2,137
+22% +$230K 0.09% 200
2024
Q2 		$1.05M Sell
9,556
-655
-6% -$72.4K 0.08% 227
2024
Q1 		$1.16M Buy
10,211
+347
+4% +$35.6K 0.09% 215
2023
Q4 		$960K Sell
9,864
-720
-7% -$65.9K 0.08% 238
2023
Q3 		$1.02M Buy
10,584
+270
+3% +$25.7K 0.1% 216
2023
Q2 		$932K Buy
10,314
+4,561
+79% +$384K 0.08% 254
2023
Q1 		$501K Sell
5,753
-152
-3% -$13.3K 0.05% 408
2022
Q4 		$567K Buy
5,905
+305
+5% +$27.4K 0.05% 468
2022
Q3 		$410K Sell
5,600
-2,758
-33% -$229K 0.04% 571
2022
Q2 		$665K Buy
8,358
+253
+3% +$22.3K 0.06% 427
2022
Q1 		$794K Buy
8,105
+609
+8% +$57.7K 0.07% 390
2021
Q4 		$697K Buy
+7,496
New +$706K 0.06% 415

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Schechter Investment Advisors's EMR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Emerson Electric (EMR) stake by 9.4% in Q1 2025, selling an estimated $149K and leaving 11,839 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #184.

Schechter Investment Advisors first reported a position in EMR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Schechter Investment Advisors held 11,839 shares of Emerson Electric worth $1.3M as of Q1 2025.
  • Schechter Investment Advisors sold 1,235 Emerson Electric shares in Q1 2025, an estimated $149K.
  • Emerson Electric made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #184 holding.
  • Schechter Investment Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Emerson Electric position peaked at $1.62M in Q4 2024.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.