ZIG
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Zullo Investment Group’s Emerson Electric EMR Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1,121
Closed -$108K – 301
2022
Q4 		$108K Hold
1,121
– – 0.07% 195
2022
Q3 		$82K Sell
1,121
-85
-7% -$7.06K 0.05% 217
2022
Q2 		$96K Sell
1,206
-29
-2% -$2.56K 0.06% 212
2022
Q1 		$121K Hold
1,235
– – 0.06% 207
2021
Q4 		$115K Buy
+1,235
New +$116K 0.06% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zullo Investment Group's EMR Position: Q1 2023 in Review

Zullo Investment Group sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 1,121 shares — an estimated $108K sold.

Zullo Investment Group first reported a position in EMR in Q4 2021 and held it in 5 quarters. The position peaked at $121K in Q1 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Zullo Investment Group reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,121 Emerson Electric shares in Q1 2023, an estimated $108K.
  • Zullo Investment Group first reported a position in Emerson Electric in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Emerson Electric position peaked at $121K in Q1 2022.
  • 1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.