Unio Capital’s Emerson Electric EMR Stock Holding History

Unio Capital’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	-2,500	Closed	-$273K	–	31
2024 Q3	$273K	Hold	2,500	–	–	0.11%	29
2024 Q2	$275K	Hold	2,500	–	–	0.12%	28
2024 Q1	$284K	Hold	2,500	–	–	0.12%	34
2023 Q4	$243K	Hold	2,500	–	–	0.12%	39
2023 Q3	$241K	Hold	2,500	–	–	0.13%	38
2023 Q2	$226K	Hold	2,500	–	–	0.12%	39
2023 Q1	$218K	Hold	2,500	–	–	0.12%	38
2022 Q4	$240K	Buy	+2,500	New	+$225K	0.13%	42
2022 Q2	–	Sell	-2,500	Closed	-$245K	–	56
2022 Q1	$245K	Hold	2,500	–	–	0.11%	57
2021 Q4	$232	Hold	2,500	–	–	﹤0.01%	58
2021 Q3	$236K	Hold	2,500	–	–	0.11%	56
2021 Q2	$241K	Hold	2,500	–	–	0.11%	53
2021 Q1	$226K	Hold	2,500	–	–	0.11%	52
2020 Q4	$201K	Buy	+2,500	New	+$186K	0.1%	54

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unio Capital's EMR Position: Q4 2024 in Review

Unio Capital sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 2,500 shares — an estimated $273K sold.

Unio Capital first reported a position in EMR in Q4 2020 and held it in 14 quarters. The position peaked at $284K in Q1 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Unio Capital reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Unio Capital sold 2,500 Emerson Electric shares in Q4 2024, an estimated $273K.
Unio Capital first reported a position in Emerson Electric in Q4 2020 and held it in 14 quarters.
Unio Capital's Emerson Electric position peaked at $284K in Q1 2024.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

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