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TrinityPoint Wealth’s Emerson Electric EMR Stock Holding History

TrinityPoint Wealth’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 		$309K Buy
2,492
+50
+2% +$6.06K 0.04% 264
2024
Q3 		$267K Buy
2,442
+18
+0.7% +$1.94K 0.04% 278
2024
Q2 		$267K Sell
2,424
-3
-0.1% -$332 0.04% 262
2024
Q1 		$275K Sell
2,427
-87
-3% -$8.94K 0.05% 255
2023
Q4 		$245K Buy
2,514
+80
+3% +$7.33K 0.04% 267
2023
Q3 		$235K Buy
2,434
+43
+2% +$4.09K 0.05% 254
2023
Q2 		$216K Sell
2,391
-922
-28% -$77.6K 0.04% 257
2023
Q1 		$289K Buy
3,313
+91
+3% +$7.95K 0.06% 218
2022
Q4 		$309K Sell
3,222
-34
-1% -$3.06K 0.07% 213
2022
Q3 		$238K Sell
3,256
-129
-4% -$10.7K 0.05% 238
2022
Q2 		$269K Sell
3,385
-445
-12% -$39.2K 0.06% 224
2022
Q1 		$376K Buy
3,830
+400
+12% +$37.9K 0.07% 212
2021
Q4 		$319K Buy
3,430
+201
+6% +$18.9K 0.06% 245
2021
Q3 		$304K Buy
+3,229
New +$322K 0.06% 239

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's EMR Position: Q4 2024 in Review

TrinityPoint Wealth increased its Emerson Electric (EMR) stake by 2% in Q4 2024, buying an estimated $6.06K and bringing the position to 2,492 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #264.

TrinityPoint Wealth first reported a position in EMR in Q3 2021 and has held it in 14 quarters since. The position peaked at $376K in Q1 2022. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • TrinityPoint Wealth held 2,492 shares of Emerson Electric worth $309K as of Q4 2024.
  • TrinityPoint Wealth bought 50 Emerson Electric shares in Q4 2024, an estimated $6.06K.
  • Emerson Electric made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #264 holding.
  • TrinityPoint Wealth first reported a position in Emerson Electric in Q3 2021 and has held it in 14 quarters since.
  • TrinityPoint Wealth's Emerson Electric position peaked at $376K in Q1 2022.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

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