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Sugarloaf Wealth Management’s Emerson Electric EMR Stock Holding History

Sugarloaf Wealth Management’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 		$134K Buy
1,081
+3
+0.3% +$364 0.03% 209
2024
Q3 		$118K Buy
1,078
+5
+0.5% +$538 0.02% 226
2024
Q2 		$118K Buy
1,073
+4
+0.4% +$442 0.02% 214
2024
Q1 		$121K Buy
1,069
+4
+0.4% +$411 0.03% 210
2023
Q4 		$104K Buy
1,065
+5
+0.5% +$458 0.03% 215
2023
Q3 		$102K Buy
1,060
+4
+0.4% +$381 0.03% 211
2023
Q2 		$95.4K Buy
1,056
+6
+0.6% +$505 0.02% 210
2023
Q1 		$91.6K Sell
1,050
-11
-1% -$961 0.02% 208
2022
Q4 		$102K Sell
1,061
-181
-15% -$16.3K 0.03% 189
2022
Q3 		$91K Buy
1,242
+5
+0.4% +$415 0.02% 204
2022
Q2 		$98K Buy
1,237
+5
+0.4% +$441 0.02% 190
2022
Q1 		$121K Buy
1,232
+4
+0.3% +$379 0.03% 171
2021
Q4 		$114K Buy
1,228
+5
+0.4% +$471 0.03% 183
2021
Q3 		$115K Buy
1,223
+3
+0.2% +$299 0.03% 177
2021
Q2 		$117K Buy
1,220
+5
+0.4% +$470 0.03% 169
2021
Q1 		$110 Buy
1,215
+4
+0.3% +$344 0.03% 173
2020
Q4 		$97K Buy
1,211
+5
+0.4% +$372 0.03% 177
2020
Q3 		$79K Buy
1,206
+6
+0.5% +$395 0.03% 177
2020
Q2 		$74K Buy
1,200
+5
+0.4% +$284 0.03% 189
2020
Q1 		$57K Sell
1,195
-218
-15% -$14.4K 0.03% 209
2019
Q4 		$108K Buy
+1,413
New +$102K 0.05% 173

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

Sugarloaf Wealth Management's EMR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Emerson Electric (EMR) stake by 0.28% in Q4 2024, buying an estimated $364 and bringing the position to 1,081 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #209.

Sugarloaf Wealth Management first reported a position in EMR in Q4 2019 and has held it in 21 quarters since. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Sugarloaf Wealth Management held 1,081 shares of Emerson Electric worth $134K as of Q4 2024.
  • Sugarloaf Wealth Management bought 3 Emerson Electric shares in Q4 2024, an estimated $364.
  • Emerson Electric made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #209 holding.
  • Sugarloaf Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 21 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.