SMART Wealth’s Emerson Electric EMR Stock Holding History

SMART Wealth’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
2024 Q3	–	Sell	-2,133	Closed	-$235K	–	149
2024 Q2	$235K	Buy	2,133 +243	+13%	+$26.9K	0.1%	109
2024 Q1	$214K	Buy	+1,890	New	+$194K	0.1%	109

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

SMART Wealth's EMR Position: Q3 2024 in Review

SMART Wealth sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 2,133 shares — an estimated $235K sold.

SMART Wealth first reported a position in EMR in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q2 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

SMART Wealth reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
SMART Wealth sold 2,133 Emerson Electric shares in Q3 2024, an estimated $235K.
SMART Wealth first reported a position in Emerson Electric in Q1 2024 and held it in 2 quarters.
SMART Wealth's Emerson Electric position peaked at $235K in Q2 2024.
1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.