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TOMS Capital Investment Management’s Emerson Electric EMR Stock Holding History

TOMS Capital Investment 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
2023
Q3 		– Sell
-886,198
Closed -$80.1M – 26
2023
Q2 		$80.1M Buy
+886,198
New +$74.6M 3.34% 9
2019
Q4 		– Sell
-700,000
Closed -$46.8M – 16
2019
Q3 		$46.8M Buy
+700,000
New +$44M 7.41% 5

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

TOMS Capital Investment Management's EMR Position: Q3 2023 in Review

TOMS Capital Investment Management sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 886,198 shares — an estimated $80.1M sold.

TOMS Capital Investment Management first reported a position in EMR in Q3 2019 and held it in 2 quarters. The position peaked at $80.1M in Q2 2023. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • TOMS Capital Investment Management reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • TOMS Capital Investment Management sold 886,198 Emerson Electric shares in Q3 2023, an estimated $80.1M.
  • TOMS Capital Investment Management first reported a position in Emerson Electric in Q3 2019 and held it in 2 quarters.
  • TOMS Capital Investment Management's Emerson Electric position peaked at $80.1M in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on TOMS Capital Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.