SP
EMR icon

Symmetry Partners’s Emerson Electric EMR Stock Holding History

Symmetry Partners’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
Q3 		– Sell
-4,426
Closed -$488K – 226
2024
Q2 		$488K Sell
4,426
-850
-16% -$94K 0.03% 291
2024
Q1 		$598K Sell
5,276
-2,812
-35% -$289K 0.05% 266
2023
Q4 		$785K Sell
8,088
-732
-8% -$67K 0.04% 203
2023
Q3 		$852K Hold
8,820
– – 0.05% 201
2023
Q2 		$797K Hold
8,820
– – 0.04% 225
2023
Q1 		$769K Sell
8,820
-2,537
-22% -$222K 0.04% 223
2022
Q4 		$1.09M Sell
11,357
-2,891
-20% -$260K 0.06% 169
2022
Q3 		$1.04M Sell
14,248
-2,684
-16% -$223K 0.07% 159
2022
Q2 		$1.35M Hold
16,932
– – 0.09% 122
2022
Q1 		$1.66M Hold
16,932
– – 0.1% 110
2021
Q4 		$1.57M Sell
16,932
-3,231
-16% -$304K 0.1% 130
2021
Q3 		$1.93M Hold
20,163
– – 0.13% 109
2021
Q2 		$1.94M Hold
20,163
– – 0.13% 103
2021
Q1 		$1.82M Sell
20,163
-755
-4% -$65K 0.13% 102
2020
Q4 		$1.68M Buy
20,918
+713
+4% +$53K 0.13% 105
2020
Q3 		$1.32M Buy
+20,205
New +$1.33M 0.11% 116
2020
Q1 		– Sell
-4,533
Closed -$346K – 305
2019
Q4 		$346K Sell
4,533
-1,517
-25% -$109K 0.07% 228
2019
Q3 		$405K Sell
6,050
-2,895
-32% -$182K 0.08% 197
2019
Q2 		$597K Sell
8,945
-1,094
-11% -$73.3K 0.12% 127
2019
Q1 		$687K Sell
10,039
-1,294
-11% -$85.1K 0.12% 114
2018
Q4 		$677K Buy
+11,333
New +$764K 0.17% 75

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Symmetry Partners's EMR Position: Q3 2024 in Review

Symmetry Partners sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 4,426 shares — an estimated $488K sold.

Symmetry Partners first reported a position in EMR in Q4 2018 and held it in 21 quarters. The position peaked at $1.94M in Q2 2021. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Symmetry Partners reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 4,426 Emerson Electric shares in Q3 2024, an estimated $488K.
  • Symmetry Partners first reported a position in Emerson Electric in Q4 2018 and held it in 21 quarters.
  • Symmetry Partners's Emerson Electric position peaked at $1.94M in Q2 2021.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.