SFG
EMR icon

Steward Financial Group’s Emerson Electric EMR Stock Holding History

Steward Financial Group’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
Q3 		$8K Buy
+91
New +$8.67K ﹤0.01% 441
2022
Q3 		– Sell
-36
Closed -$2K – 461
2022
Q2 		$2K Buy
+36
New +$3.17K ﹤0.01% 543

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's EMR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Emerson Electric (EMR) in Q3 2023: 91 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EMR as recently as Q2 2022.

Steward Financial Group first reported a position in EMR in Q2 2022 and has held it in 2 quarters since. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Steward Financial Group held 91 shares of Emerson Electric worth $8K as of Q3 2023.
  • Emerson Electric was a new Steward Financial Group position in Q3 2023.
  • Emerson Electric made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #441 holding.
  • Steward Financial Group first reported a position in Emerson Electric in Q2 2022 and has held it in 2 quarters since.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.