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Strategic Investment Solutions’s Emerson Electric EMR Stock Holding History

Strategic 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
2023
Q4 		$18.7K Sell
192
-11,904
-98% -$1.09M ﹤0.01% 667
2023
Q3 		$1.15M Buy
12,096
+11,904
+6,200% +$1.13M 0.01% 297
2023
Q2 		$15.2K Hold
192
– – ﹤0.01% 501
2023
Q1 		$16.7K Buy
+192
New +$16.8K ﹤0.01% 562

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Strategic Investment Solutions's EMR Position: Q4 2023 in Review

Strategic Investment Solutions reduced its Emerson Electric (EMR) stake by 98% in Q4 2023, selling an estimated $1.09M and leaving 192 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Strategic Investment Solutions first reported a position in EMR in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.15M in Q3 2023. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Strategic Investment Solutions held 192 shares of Emerson Electric worth $18.7K as of Q4 2023.
  • Strategic Investment Solutions sold 11,904 Emerson Electric shares in Q4 2023, an estimated $1.09M.
  • Emerson Electric made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #667 holding.
  • Strategic Investment Solutions first reported a position in Emerson Electric in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's Emerson Electric position peaked at $1.15M in Q3 2023.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.