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Susquehanna Fundamental Investments’s Emerson Electric EMR Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-57,547
Closed -$5.56M – 151
2023
Q3 		$5.56M Sell
57,547
-80,796
-58% -$7.7M 0.36% 80
2023
Q2 		$12.5M Sell
138,343
-15,559
-10% -$1.31M 0.46% 58
2023
Q1 		$13.4M Sell
153,902
-264,603
-63% -$23.1M 0.31% 86
2022
Q4 		$40.2M Buy
418,505
+26,015
+7% +$2.34M 0.69% 20
2022
Q3 		$28.7M Buy
+392,490
New +$32.6M 0.49% 34
2022
Q1 		$26.9M Buy
274,532
+123,250
+81% +$11.7M 0.52% 21
2021
Q4 		$14.1M Buy
151,282
+82,391
+120% +$7.76M 0.37% 53
2021
Q3 		$6.49M Sell
68,891
-195,112
-74% -$19.5M 0.12% 227
2021
Q2 		$25.4M Sell
264,003
-9,000
-3% -$846K 0.46% 27
2021
Q1 		$24.6M Hold
273,003
– – 0.42% 29
2020
Q4 		$21.9M Buy
273,003
+68,891
+34% +$5.12M 0.4% 16
2020
Q3 		$13.4M Buy
204,112
+195,112
+2,168% +$12.9M 0.4% 30
2020
Q2 		$558K Buy
+9,000
New +$511K 0.03% 588

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

Susquehanna Fundamental Investments's EMR Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 57,547 shares — an estimated $5.56M sold.

Susquehanna Fundamental Investments first reported a position in EMR in Q2 2020 and held it in 13 quarters. The position peaked at $40.2M in Q4 2022. 1,865 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Susquehanna Fundamental Investments reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 57,547 Emerson Electric shares in Q4 2023, an estimated $5.56M.
  • Susquehanna Fundamental Investments first reported a position in Emerson Electric in Q2 2020 and held it in 13 quarters.
  • Susquehanna Fundamental Investments's Emerson Electric position peaked at $40.2M in Q4 2022.
  • 1,865 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.