Tortoise Investment Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Buy |
3,720
+26
| +0.7% | +$3.74K | 0.04% | 165 |
|
|
2025
Q4 | $490K | Buy |
3,694
+17
| +0.5% | +$2.25K | 0.04% | 157 |
|
|
2025
Q3 | $482K | Buy |
3,677
+14
| +0.4% | +$1.91K | 0.04% | 153 |
|
|
2025
Q2 | $488K | Buy |
3,663
+34
| +0.9% | +$3.9K | 0.05% | 144 |
|
|
2025
Q1 | $398K | Buy |
3,629
+13
| +0.4% | +$1.57K | 0.04% | 155 |
|
|
2024
Q4 | $448K | Sell |
3,616
-327
| -8% | -$39.7K | 0.05% | 154 |
|
|
2024
Q3 | $431K | Buy |
3,943
+356
| +10% | +$38.3K | 0.05% | 158 |
|
|
2024
Q2 | $395K | Buy |
3,587
+15
| +0.4% | +$1.66K | 0.05% | 161 |
|
|
2024
Q1 | $405K | Buy |
3,572
+14
| +0.4% | +$1.44K | 0.05% | 164 |
|
|
2023
Q4 | $346K | Buy |
3,558
+18
| +0.5% | +$1.65K | 0.05% | 170 |
|
|
2023
Q3 | $342K | Buy |
3,540
+16
| +0.5% | +$1.52K | 0.05% | 162 |
|
|
2023
Q2 | $319K | Buy |
3,524
+3,000
| +573% | +$252K | 0.05% | 161 |
|
|
2023
Q1 | $45.7K | Hold |
524
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $50.3K | Buy |
524
+340
| +185% | +$30.6K | 0.01% | 333 |
|
|
2022
Q3 | $13K | Sell |
184
-70
| -28% | -$5.81K | ﹤0.01% | 494 |
|
|
2022
Q2 | $20K | Hold |
254
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $25K | Buy |
254
+100
| +65% | +$9.47K | ﹤0.01% | 395 |
|
|
2021
Q4 | $14K | Buy |
154
+70
| +83% | +$6.59K | ﹤0.01% | 442 |
|
|
2021
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $8K | Hold |
84
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $8K | Hold |
84
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $7K | Buy |
+84
| New | +$6.25K | ﹤0.01% | 449 |
|
|
2019
Q4 | – | Sell |
-240
| Closed | -$16K | – | 600 |
|
|
2019
Q3 | $16K | Hold |
240
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $16K | Hold |
240
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $16K | Hold |
240
| – | – | ﹤0.01% | 353 |
|
|
2018
Q4 | $14K | Buy |
+240
| New | +$16.2K | ﹤0.01% | 350 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$2K | – | 488 |
|
|
2016
Q4 | $2K | Buy |
+44
| New | +$2.37K | ﹤0.01% | 445 |
|
|
2016
Q3 | – | Sell |
-66
| Closed | -$3K | – | 453 |
|
|
2016
Q2 | $3K | Buy |
+66
| New | +$3.51K | ﹤0.01% | 419 |
|
|
2014
Q3 | – | Sell |
-15
| Closed | -$1K | – | 398 |
|
|
2014
Q2 | $1K | Buy |
+15
| New | +$1.01K | ﹤0.01% | 398 |
|
Other funds holding EMR
VCM
VPM
