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Strategic Financial Concepts’s Emerson Electric EMR Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-21,228
Closed -$31.7K – 365
2024
Q2 		$31.7K Buy
+21,228
New +$2.35M 0.02% 286

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Financial Concepts's EMR Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 21,228 shares — an estimated $31.7K sold.

Strategic Financial Concepts first reported a position in EMR in Q2 2024 and held it in 1 quarter. The position peaked at $31.7K in Q2 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,228 Emerson Electric shares in Q3 2024, an estimated $31.7K.
  • Strategic Financial Concepts first reported a position in Emerson Electric in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Emerson Electric position peaked at $31.7K in Q2 2024.
  • 1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.