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Stoneridge Investment Partners’s Emerson Electric EMR Stock Holding History

Stoneridge Investment Partners’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
Q4 		– Sell
-25,523
Closed -$2.79M – 150
2024
Q3 		$2.79M Buy
25,523
+3,129
+14% +$337K 1.04% 28
2024
Q2 		$2.47M Sell
22,394
-1,075
-5% -$119K 0.93% 33
2024
Q1 		$2.66M Sell
23,469
-7,572
-24% -$778K 1.01% 34
2023
Q4 		$3.02M Buy
31,041
+7,614
+33% +$697K 1.27% 28
2023
Q3 		$2.26M Sell
23,427
-1,077
-4% -$103K 1.07% 35
2023
Q2 		$2.21M Buy
24,504
+10,889
+80% +$916K 0.96% 33
2023
Q1 		$1.19M Buy
13,615
+4,042
+42% +$353K 0.63% 53
2022
Q4 		$920K Hold
9,573
– – 0.51% 53
2022
Q3 		$701K Hold
9,573
– – 0.41% 63
2022
Q2 		$761K Hold
9,573
– – 0.42% 61
2022
Q1 		$939K Hold
9,573
– – 0.44% 58
2021
Q4 		$890K Hold
9,573
– – 0.41% 63
2021
Q3 		$902K Sell
9,573
-6,700
-41% -$669K 0.45% 61
2021
Q2 		$1.57M Hold
16,273
– – 0.76% 41
2021
Q1 		$1.47M Buy
16,273
+10,673
+191% +$918K 0.77% 45
2020
Q4 		$450K Sell
5,600
-200
-3% -$14.9K 0.26% 85
2020
Q3 		$380K Buy
+5,800
New +$382K 0.25% 90
2019
Q2 		– Sell
-68,501
Closed -$4.69M – 129
2019
Q1 		$4.69M Buy
+68,501
New +$4.51M 1.38% 22
2013
Q3 		– Sell
-3,900
Closed -$213K – 215
2013
Q2 		$213K Buy
+3,900
New +$219K 0.05% 166

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stoneridge Investment Partners's EMR Position: Q4 2024 in Review

Stoneridge Investment Partners sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 25,523 shares — an estimated $2.79M sold.

Stoneridge Investment Partners first reported a position in EMR in Q2 2013 and held it in 19 quarters. The position peaked at $4.69M in Q1 2019. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Stoneridge Investment Partners reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 25,523 Emerson Electric shares in Q4 2024, an estimated $2.79M.
  • Stoneridge Investment Partners first reported a position in Emerson Electric in Q2 2013 and held it in 19 quarters.
  • Stoneridge Investment Partners's Emerson Electric position peaked at $4.69M in Q1 2019.
  • 2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Stoneridge Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.