Tolleson Wealth Management’s Emerson Electric EMR Stock Holding History

Tolleson Wealth Management’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 Q4	–	Sell	-2,031	Closed	-$222K	–	106
2024 Q3	$222K	Buy	+2,031	New	+$219K	0.04%	79
2024 Q2	–	Sell	-2,021	Closed	-$229K	–	82
2024 Q1	$229K	Sell	2,021 -31	-2%	-$3.18K	0.04%	78
2023 Q4	$200K	Buy	+2,052	New	+$188K	0.04%	81

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tolleson Wealth Management's EMR Position: Q4 2024 in Review

Tolleson Wealth Management sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 2,031 shares — an estimated $222K sold.

Tolleson Wealth Management first reported a position in EMR in Q4 2023 and held it in 3 quarters. The position peaked at $229K in Q1 2024. 2,122 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Tolleson Wealth Management reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Tolleson Wealth Management sold 2,031 Emerson Electric shares in Q4 2024, an estimated $222K.
Tolleson Wealth Management first reported a position in Emerson Electric in Q4 2023 and held it in 3 quarters.
Tolleson Wealth Management's Emerson Electric position peaked at $229K in Q1 2024.
2,122 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Tolleson Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.