Summit Wealth Group’s Emerson Electric EMR Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-46,184	Closed	-$1K	–	139
2023 Q1	$1K	Buy	+46,184	New	+$4.04M	0.02%	114

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's EMR Position: Q2 2023 in Review

Summit Wealth Group sold out of Emerson Electric (EMR) in Q2 2023, closing a stake of 46,184 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in EMR in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

Summit Wealth Group reported no remaining Emerson Electric position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 46,184 Emerson Electric shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Emerson Electric in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Emerson Electric position peaked at $1K in Q1 2023.
1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.