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Steward Partners Investment Solutions’s Emerson Electric EMR Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.78M Buy
15,683
+165
+1% +$16.9K 0.3% 73
2023
Q4 		$1.51M Buy
+15,518
New +$1.42M 0.63% 42

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's EMR Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Emerson Electric (EMR) stake by 1.1% in Q1 2024, buying an estimated $16.9K and bringing the position to 15,683 shares worth $1.78M. The position accounts for 0.3% of the portfolio, ranked #73.

Steward Partners Investment Solutions first reported a position in EMR in Q4 2023 and has held it in 2 quarters since. 1,958 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Steward Partners Investment Solutions held 15,683 shares of Emerson Electric worth $1.78M as of Q1 2024.
  • Steward Partners Investment Solutions bought 165 Emerson Electric shares in Q1 2024, an estimated $16.9K.
  • Emerson Electric made up 0.3% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #73 holding.
  • Steward Partners Investment Solutions first reported a position in Emerson Electric in Q4 2023 and has held it in 2 quarters since.
  • 1,958 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.