Sheaff Brock Investment Advisors’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$233K Buy
2,127
+111
+6% +$13.4K 0.02% 369
2024
Q4
$250K Hold
2,016
0.02% 368
2024
Q3
$220K Buy
2,016
+200
+11% +$21.5K 0.02% 382
2024
Q2
$200K Sell
1,816
-700
-28% -$77.4K 0.02% 398
2024
Q1
$285K Buy
2,516
+21
+0.8% +$2.16K 0.02% 363
2023
Q4
$243K Sell
2,495
-353
-12% -$32.3K 0.02% 380
2023
Q3
$275K Sell
2,848
-9,203
-76% -$876K 0.02% 345
2023
Q2
$1.09M Sell
12,051
-348
-3% -$29.3K 0.09% 154
2023
Q1
$1.08M Buy
12,399
+899
+8% +$78.6K 0.1% 160
2022
Q4
$1.1M Buy
11,500
+265
+2% +$23.8K 0.11% 151
2022
Q3
$823K Sell
11,235
-200
-2% -$16.6K 0.09% 177
2022
Q2
$910K Hold
11,435
0.08% 169
2022
Q1
$1.12M Sell
11,435
-1,350
-11% -$128K 0.08% 167
2021
Q4
$1.19M Sell
12,785
-250
-2% -$23.5K 0.08% 165
2021
Q3
$1.2M Buy
13,035
+6,600
+103% +$659K 0.09% 155
2021
Q2
$619K Buy
6,435
+700
+12% +$65.8K 0.04% 231
2021
Q1
$518K Buy
5,735
+300
+6% +$25.8K 0.04% 248
2020
Q4
$437K Sell
5,435
-9,623
-64% -$715K 0.04% 259
2020
Q3
$987K Buy
15,058
+326
+2% +$21.5K 0.09% 135
2020
Q2
$914K Buy
14,732
+16
+0.1% +$909 0.09% 136
2020
Q1
$701K Buy
14,716
+10,491
+248% +$691K 0.09% 133
2019
Q4
$322K Sell
4,225
-5,799
-58% -$418K 0.03% 325
2019
Q3
$670K Buy
10,024
+1
+0% +$63 0.07% 194
2019
Q2
$669K Sell
10,023
-499
-5% -$33.4K 0.07% 200
2019
Q1
$720K Sell
10,522
-754
-7% -$49.6K 0.09% 196
2018
Q4
$674K Sell
11,276
-722
-6% -$48.7K 0.11% 179
2018
Q3
$919K Sell
11,998
-3,798
-24% -$280K 0.09% 167
2018
Q2
$1.09M Buy
+15,796
New +$1.11M 0.11% 138
2017
Q4
Sell
-3,466
Closed -$218K 536
2017
Q3
$218K Buy
3,466
+103
+3% +$6.21K 0.03% 454
2017
Q2
$201K Buy
+3,363
New +$199K 0.03% 507
2017
Q1
Sell
-3,689
Closed -$206K 610
2016
Q4
$206K Buy
+3,689
New +$198K 0.03% 510
2016
Q3
Sell
-4,338
Closed -$226K 574
2016
Q2
$226K Buy
4,338
+73
+2% +$3.88K 0.03% 445
2016
Q1
$232K Buy
+4,265
New +$206K 0.03% 454

Other funds holding EMR

Sheaff Brock Investment Advisors's EMR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Emerson Electric (EMR) stake by 5.5% in Q1 2025, buying an estimated $13.4K and bringing the position to 2,127 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #369.

Sheaff Brock Investment Advisors first reported a position in EMR in Q1 2016 and has held it in 33 quarters since. The position peaked at $1.2M in Q3 2021. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,127 shares of Emerson Electric worth $233K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 111 Emerson Electric shares in Q1 2025, an estimated $13.4K.
  • Emerson Electric made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #369 holding.
  • Sheaff Brock Investment Advisors first reported a position in Emerson Electric in Q1 2016 and has held it in 33 quarters since.
  • Sheaff Brock Investment Advisors's Emerson Electric position peaked at $1.2M in Q3 2021.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.