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Spartan Planning & Wealth Management’s Emerson Electric EMR Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$52.5K Buy
539
+296
+122% +$27.1K 0.06% 139
2023
Q3 		$23.5K Buy
+243
New +$23.1K 0.03% 102
2022
Q4 		$26.8K Buy
+279
New +$25.1K 0.03% 108
2022
Q2 		– Sell
-341
Closed -$33K – 113
2022
Q1 		$33K Buy
+341
New +$32.3K 0.04% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spartan Planning & Wealth Management's EMR Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Emerson Electric (EMR) stake by 122% in Q4 2023, buying an estimated $27.1K and bringing the position to 539 shares worth $52.5K. The position accounts for 0.06% of the portfolio, ranked #139.

Spartan Planning & Wealth Management first reported a position in EMR in Q1 2022 and has held it in 4 quarters since. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Spartan Planning & Wealth Management held 539 shares of Emerson Electric worth $52.5K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 296 Emerson Electric shares in Q4 2023, an estimated $27.1K.
  • Emerson Electric made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #139 holding.
  • Spartan Planning & Wealth Management first reported a position in Emerson Electric in Q1 2022 and has held it in 4 quarters since.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.