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Tyler-Stone Wealth Management’s Emerson Electric EMR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-125
Closed -$13.8K – 486
2024
Q2 		$13.8K Hold
125
– – 0.01% 599
2024
Q1 		$14.2K Sell
125
-1,193
-91% -$123K 0.01% 592
2023
Q4 		$128K Buy
1,318
+67
+5% +$6.13K 0.06% 231
2023
Q3 		$121K Hold
1,251
– – 0.07% 225
2023
Q2 		$113K Buy
+1,251
New +$105K 0.06% 236
2022
Q4 		$120K Hold
1,251
– – 0.08% 211
2022
Q3 		$92K Hold
1,251
– – 0.07% 227
2022
Q2 		$100K Hold
1,251
– – 0.07% 236
2022
Q1 		$123K Buy
1,251
+25
+2% +$2.37K 0.07% 231
2021
Q4 		$114K Buy
+1,226
New +$115K 0.06% 253

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's EMR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 125 shares — an estimated $13.8K sold.

Tyler-Stone Wealth Management first reported a position in EMR in Q4 2021 and held it in 10 quarters. The position peaked at $128K in Q4 2023. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 125 Emerson Electric shares in Q3 2024, an estimated $13.8K.
  • Tyler-Stone Wealth Management first reported a position in Emerson Electric in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Emerson Electric position peaked at $128K in Q4 2023.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.