WR Wealth Planners’s Emerson Electric EMR Stock Holding History

WR Wealth Planners’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	$112K	Sell	902 -311	-26%	-$37.7K	0.04%	217
2024 Q3	$133K	Buy	1,213 +172	+17%	+$18.5K	0.04%	232
2024 Q2	$115K	Sell	1,041 -123	-11%	-$13.6K	0.04%	227
2024 Q1	$132K	Buy	+1,164	New	+$120K	0.04%	223
2023 Q4	–	Sell	-1,365	Closed	-$132K	–	387
2023 Q3	$132K	Buy	1,365 +100	+8%	+$9.52K	0.05%	209
2023 Q2	$114K	Buy	1,265 +255	+25%	+$21.5K	0.04%	229
2023 Q1	$88K	Buy	1,010 +729	+259%	+$63.7K	0.04%	250
2022 Q4	$27K	Buy	281 +1	+0.4%	+$90	0.02%	202
2022 Q3	$20.5K	Sell	280 -228	-45%	-$18.9K	0.01%	203
2022 Q2	$40.4K	Buy	508 +3	+0.6%	+$264	0.03%	190
2022 Q1	$49.6K	Buy	+505	New	+$47.8K	0.03%	171

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

WR Wealth Planners's EMR Position: Q4 2024 in Review

WR Wealth Planners reduced its Emerson Electric (EMR) stake by 26% in Q4 2024, selling an estimated $37.7K and leaving 902 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #217.

WR Wealth Planners first reported a position in EMR in Q1 2022 and has held it in 11 quarters since. The position peaked at $133K in Q3 2024. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

WR Wealth Planners held 902 shares of Emerson Electric worth $112K as of Q4 2024.
WR Wealth Planners sold 311 Emerson Electric shares in Q4 2024, an estimated $37.7K.
Emerson Electric made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #217 holding.
WR Wealth Planners first reported a position in Emerson Electric in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Emerson Electric position peaked at $133K in Q3 2024.
2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.