Sierra Ocean’s Emerson Electric EMR Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-150	Closed	-$20.1K	–	327
2025 Q2	$20.1K	Buy	150 +69	+85%	+$7.92K	0.01%	329
2025 Q1	$8.96K	Sell	81 -33	-29%	-$3.98K	0.01%	462
2024 Q4	$14.2K	Buy	+114	New	+$13.8K	0.01%	353

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sierra Ocean's EMR Position: Q3 2025 in Review

Sierra Ocean sold out of Emerson Electric (EMR) in Q3 2025, closing a stake of 150 shares — an estimated $20.1K sold.

Sierra Ocean first reported a position in EMR in Q4 2024 and held it in 3 quarters. The position peaked at $20.1K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold EMR as of Q3 2025.

Sierra Ocean reported no remaining Emerson Electric position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 150 Emerson Electric shares in Q3 2025, an estimated $20.1K.
Sierra Ocean first reported a position in Emerson Electric in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Emerson Electric position peaked at $20.1K in Q2 2025.
2,100 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.