SWA
EMR icon

Sutton Wealth Advisors’s Emerson Electric EMR Stock Holding History

Sutton Wealth Advisors’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
Q3 		$39.8K Buy
412
+40
+11% +$3.81K 0.02% 259
2023
Q2 		$33.6K Sell
372
-1
-0.3% -$84 0.02% 276
2023
Q1 		$32.5K Sell
373
-518
-58% -$45.3K 0.02% 249
2022
Q4 		$85.6K Sell
891
-33
-4% -$2.97K 0.03% 277
2022
Q3 		$67.7K Buy
924
+33
+4% +$2.74K 0.03% 314
2022
Q2 		$70.9K Buy
891
+21
+2% +$1.85K 0.03% 299
2022
Q1 		$85.3K Buy
870
+9
+1% +$852 0.03% 279
2021
Q4 		$80K Sell
861
-4
-0.5% -$377 0.03% 303
2021
Q3 		$81.5K Buy
865
+4
+0.5% +$399 0.03% 276
2021
Q2 		$82.9K Hold
861
– – 0.03% 280
2021
Q1 		$77.7K Buy
861
+10
+1% +$860 0.03% 278
2020
Q4 		$68.4K Buy
851
+22
+3% +$1.64K 0.03% 285
2020
Q3 		$54.4K Hold
829
– – 0.03% 291
2020
Q2 		$51.4K Sell
829
-7
-0.8% -$398 0.03% 294
2020
Q1 		$39.8K Buy
836
+45
+6% +$2.96K 0.03% 313
2019
Q4 		$60.3K Hold
791
– – 0.03% 277
2019
Q3 		$52.9K Hold
791
– – 0.03% 287
2019
Q2 		$52.8K Sell
791
-25
-3% -$1.68K 0.03% 287
2019
Q1 		$55.9K Buy
816
+25
+3% +$1.64K 0.03% 271
2018
Q4 		$47.3K Sell
791
-122
-13% -$8.23K 0.03% 283
2018
Q3 		$69.9K Hold
913
– – 0.05% 235
2018
Q2 		$63.1K Buy
913
+44
+5% +$3.09K 0.04% 241
2018
Q1 		$59.4K Hold
869
– – 0.04% 246
2017
Q4 		$60.6K Hold
869
– – 0.04% 244
2017
Q3 		$54.6K Hold
869
– – 0.04% 258
2017
Q2 		$51.8K Buy
869
+20
+2% +$1.19K 0.04% 258
2017
Q1 		$50.8K Sell
849
-11
-1% -$657 0.04% 260
2016
Q4 		$47.9K Hold
860
– – 0.04% 272
2016
Q3 		$46.9K Hold
860
– – 0.04% 266
2016
Q2 		$44.9K Hold
860
– – 0.04% 259
2016
Q1 		$46.8K Buy
+860
New +$41.5K 0.04% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's EMR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Emerson Electric (EMR) stake by 11% in Q3 2023, buying an estimated $3.81K and bringing the position to 412 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #259.

Sutton Wealth Advisors first reported a position in EMR in Q1 2016 and has held it in 31 quarters since. The position peaked at $85.6K in Q4 2022. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Sutton Wealth Advisors held 412 shares of Emerson Electric worth $39.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 40 Emerson Electric shares in Q3 2023, an estimated $3.81K.
  • Emerson Electric made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #259 holding.
  • Sutton Wealth Advisors first reported a position in Emerson Electric in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Emerson Electric position peaked at $85.6K in Q4 2022.
  • 1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.