Wintrust Investments’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $63K | Sell |
514
-417
| -45% | -$50.6K | 0.06% | 221 |
|
|
2024
Q3 | $101K | Sell |
931
-8,345
| -90% | -$898K | 0.07% | 209 |
|
|
2024
Q2 | $1.02M | Sell |
9,276
-8
| -0.1% | -$885 | 0.08% | 191 |
|
|
2024
Q1 | $1.05M | Sell |
9,284
-74
| -0.8% | -$7.6K | 0.09% | 181 |
|
|
2023
Q4 | $911K | Sell |
9,358
-574
| -6% | -$52.6K | 0.09% | 185 |
|
|
2023
Q3 | $959K | Buy |
9,932
+252
| +3% | +$24K | 0.1% | 180 |
|
|
2023
Q2 | $875K | Buy |
9,680
+4
| +0% | +$337 | 0.09% | 191 |
|
|
2023
Q1 | $843K | Buy |
9,676
+689
| +8% | +$60.2K | 0.11% | 150 |
|
|
2022
Q4 | $863K | Buy |
8,987
+3
| +0% | +$270 | 0.11% | 155 |
|
|
2022
Q3 | $658K | Sell |
8,984
-209
| -2% | -$17.4K | 0.08% | 186 |
|
|
2022
Q2 | $731K | Sell |
9,193
-541
| -6% | -$47.7K | 0.09% | 179 |
|
|
2022
Q1 | $954K | Sell |
9,734
-244
| -2% | -$23.1K | 0.09% | 171 |
|
|
2021
Q4 | $928K | Sell |
9,978
-19
| -0.2% | -$1.79K | 0.09% | 179 |
|
|
2021
Q3 | $942K | Sell |
9,997
-3
| -0% | -$299 | 0.13% | 124 |
|
|
2021
Q2 | $962K | Sell |
10,000
-766
| -7% | -$72K | 0.1% | 167 |
|
|
2021
Q1 | $971K | Buy |
10,766
+329
| +3% | +$28.3K | 0.1% | 173 |
|
|
2020
Q4 | $839K | Buy |
10,437
+673
| +7% | +$50K | 0.24% | 77 |
|
|
2020
Q3 | $640K | Buy |
9,764
+1,093
| +13% | +$72K | 0.09% | 165 |
|
|
2020
Q2 | $538K | Buy |
+8,671
| New | +$493K | 0.08% | 178 |
|
|
2020
Q1 | – | Sell |
-3,951
| Closed | -$301K | – | 341 |
|
|
2019
Q4 | $301K | Buy |
3,951
+453
| +13% | +$32.6K | 0.04% | 289 |
|
|
2019
Q3 | $234K | Sell |
3,498
-335
| -9% | -$21.1K | 0.03% | 317 |
|
|
2019
Q2 | $256K | Buy |
3,833
+385
| +11% | +$25.8K | 0.04% | 312 |
|
|
2019
Q1 | $236K | Buy |
+3,448
| New | +$227K | 0.04% | 307 |
|
|
2018
Q4 | – | Sell |
-2,933
| Closed | -$225K | – | 340 |
|
|
2018
Q3 | $225K | Sell |
2,933
-987
| -25% | -$72.8K | 0.04% | 324 |
|
|
2018
Q2 | $271K | Sell |
3,920
-600
| -13% | -$42.2K | 0.05% | 298 |
|
|
2018
Q1 | $309K | Sell |
4,520
-12,861
| -74% | -$916K | 0.08% | 194 |
|
|
2017
Q4 | $1.21M | Sell |
17,381
-421
| -2% | -$27.3K | 0.28% | 84 |
|
|
2017
Q3 | $1.12M | Sell |
17,802
-700
| -4% | -$42.2K | 0.28% | 80 |
|
|
2017
Q2 | $1.1M | Buy |
18,502
+70
| +0.4% | +$4.15K | 0.29% | 81 |
|
|
2017
Q1 | $1.1M | Buy |
+18,432
| New | +$1.1M | 0.31% | 75 |
|
|
2016
Q3 | – | Sell |
-3,828
| Closed | – | – | 202 |
|
|
2016
Q2 | $0 | Buy |
+3,828
| New | +$203K | ﹤0.01% | 181 |
|
Other funds holding EMR
Wintrust Investments's EMR Position: Q4 2024 in Review
Wintrust Investments reduced its Emerson Electric (EMR) stake by 45% in Q4 2024, selling an estimated $50.6K and leaving 514 shares worth $63K. The position accounts for 0.06% of the portfolio, ranked #221.
Wintrust Investments first reported a position in EMR in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.21M in Q4 2017. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.
- Wintrust Investments held 514 shares of Emerson Electric worth $63K as of Q4 2024.
- Wintrust Investments sold 417 Emerson Electric shares in Q4 2024, an estimated $50.6K.
- Emerson Electric made up 0.06% of Wintrust Investments's portfolio in Q4 2024, its #221 holding.
- Wintrust Investments first reported a position in Emerson Electric in Q2 2016 and has held it in 31 quarters since.
- Wintrust Investments's Emerson Electric position peaked at $1.21M in Q4 2017.
- 2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.