SPX Gestao de Recursos’s Emerson Electric EMR Stock Holding History

SPX Gestao de Recursos’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	–	Sell	-219,000	Closed	-$21.1M	–	84
2023 Q3	$21.1M	Sell	219,000 -38,494	-15%	-$3.67M	1.11%	23
2023 Q2	$23.3M	Sell	257,494 -40,876	-14%	-$3.44M	1.1%	23
2023 Q1	$26M	Buy	298,370 +64,000	+27%	+$5.59M	1.72%	14
2022 Q4	$22.5M	Buy	234,370 +89,700	+62%	+$8.06M	2.43%	8
2022 Q3	$10.6M	Sell	144,670 -36,400	-20%	-$3.02M	0.98%	27
2022 Q2	$14.4M	Buy	181,070 +66,910	+59%	+$5.9M	1.98%	19
2022 Q1	$11.2M	Buy	+114,160	New	+$10.8M	0.71%	26
2013 Q4	–	Sell	-35,100	Closed	-$2.27M	–	45
2013 Q3	$2.27M	Buy	35,100 +9,800	+39%	+$599K	0.71%	42
2013 Q2	$1.38M	Buy	+25,300	New	+$1.42M	0.63%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SPX Gestao de Recursos's EMR Position: Q4 2023 in Review

SPX Gestao de Recursos sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 219,000 shares — an estimated $21.1M sold.

SPX Gestao de Recursos first reported a position in EMR in Q2 2013 and held it in 9 quarters. The position peaked at $26M in Q1 2023. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

SPX Gestao de Recursos reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
SPX Gestao de Recursos sold 219,000 Emerson Electric shares in Q4 2023, an estimated $21.1M.
SPX Gestao de Recursos first reported a position in Emerson Electric in Q2 2013 and held it in 9 quarters.
SPX Gestao de Recursos's Emerson Electric position peaked at $26M in Q1 2023.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on SPX Gestao de Recursos's 13F filing for Q4 2023, filed 12 Feb 2024.