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Tiedemann Advisors’s Emerson Electric EMR Stock Holding History

Tiedemann 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 		$534K Sell
5,510
-1,400
-20% -$133K 0.02% 163
2023
Q2 		$625K Buy
6,910
+1,801
+35% +$152K 0.03% 146
2023
Q1 		$445K Buy
+5,109
New +$446K 0.02% 161
2019
Q2 		– Sell
-21,727
Closed -$1.49M – 338
2019
Q1 		$1.49M Buy
21,727
+531
+3% +$34.9K 0.07% 162
2018
Q4 		$1.27M Buy
+21,196
New +$1.43M 0.06% 176
2017
Q3 		– Sell
-8,577
Closed -$511K – 376
2017
Q2 		$511K Buy
8,577
+4,657
+119% +$276K 0.04% 318
2017
Q1 		$235K Buy
+3,920
New +$234K 0.02% 347

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

Tiedemann Advisors's EMR Position: Q3 2023 in Review

Tiedemann Advisors reduced its Emerson Electric (EMR) stake by 20% in Q3 2023, selling an estimated $133K and leaving 5,510 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #163.

Tiedemann Advisors first reported a position in EMR in Q1 2017 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2019. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Tiedemann Advisors held 5,510 shares of Emerson Electric worth $534K as of Q3 2023.
  • Tiedemann Advisors sold 1,400 Emerson Electric shares in Q3 2023, an estimated $133K.
  • Emerson Electric made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #163 holding.
  • Tiedemann Advisors first reported a position in Emerson Electric in Q1 2017 and has held it in 7 quarters since.
  • Tiedemann Advisors's Emerson Electric position peaked at $1.49M in Q1 2019.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.