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Syntegra Private Wealth Group’s Emerson Electric EMR Stock Holding History

Syntegra Private 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
2025
Q1 		– Sell
-1,906
Closed -$236K – 164
2024
Q4 		$236K Buy
1,906
+20
+1% +$2.43K 0.03% 140
2024
Q3 		$206K Sell
1,886
-811
-30% -$87.3K 0.02% 147
2024
Q2 		$297K Buy
2,697
+611
+29% +$67.6K 0.04% 117
2024
Q1 		$237K Buy
+2,086
New +$214K 0.03% 129

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Syntegra Private Wealth Group's EMR Position: Q1 2025 in Review

Syntegra Private Wealth Group sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,906 shares — an estimated $236K sold.

Syntegra Private Wealth Group first reported a position in EMR in Q1 2024 and held it in 4 quarters. The position peaked at $297K in Q2 2024. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Syntegra Private Wealth Group reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 1,906 Emerson Electric shares in Q1 2025, an estimated $236K.
  • Syntegra Private Wealth Group first reported a position in Emerson Electric in Q1 2024 and held it in 4 quarters.
  • Syntegra Private Wealth Group's Emerson Electric position peaked at $297K in Q2 2024.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.