Tandem Wealth Advisors’s Emerson Electric EMR Stock Holding History

Tandem 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
2024 Q1	–	Sell	-2,875	Closed	-$280K	–	57
2023 Q4	$280K	Hold	2,875	–	–	0.16%	41
2023 Q3	$278K	Sell	2,875 -35	-1%	-$3.33K	0.17%	37
2023 Q2	$263K	Sell	2,910 -11	-0.4%	-$926	0.16%	38
2023 Q1	$255K	Sell	2,921 -31	-1%	-$2.71K	0.16%	36
2022 Q4	$284K	Buy	+2,952	New	+$265K	0.18%	36

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tandem Wealth Advisors's EMR Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 2,875 shares — an estimated $280K sold.

Tandem Wealth Advisors first reported a position in EMR in Q4 2022 and held it in 5 quarters. The position peaked at $284K in Q4 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

Tandem Wealth Advisors reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 2,875 Emerson Electric shares in Q1 2024, an estimated $280K.
Tandem Wealth Advisors first reported a position in Emerson Electric in Q4 2022 and held it in 5 quarters.
Tandem Wealth Advisors's Emerson Electric position peaked at $284K in Q4 2022.
1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.