Elfun Trusts' Strategic Moves: Emerson Electric Co. Takes Center Stage

GuruFocus.com12-07

Analyzing the Latest N-PORT Filing for Q3 2024 Elfun Trusts (Trades, Portfolio) recently submitted its N-PORT filing for the third quarter of 2024, shedding light on its strategic investment decisions...

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Takes Center Stage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-07 02:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elfun-trusts-strategic-moves-emerson-180129032.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analyzing the Latest N-PORT Filing for Q3 2024\nElfun Trusts (Trades, Portfolio) recently submitted its N-PORT filing for the third quarter of 2024, shedding light on its strategic investment decisions...</p>\n\n<a href=\"https://finance.yahoo.com/news/elfun-trusts-strategic-moves-emerson-180129032.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSI","symbol_name":"Stage Stores Inc","start_time":0,"source_url":"https://finance.yahoo.com/news/elfun-trusts-strategic-moves-emerson-180129032.html","article_id":"2489252775","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/bbcTZc3cIA_PuJ9_gpcMOg--~B/aD05MDI7dz0xMjQyO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/us.finance.gurufocus/c59b861dd6d61b69f5c0b2c7756852a2"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2489252775","pubTimestamp":1733508089,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Elfun Trusts  recently submitted its N-PORT filing for the third quarter of 2024, shedding light on its strategic investment decisions during this period. Elfun Trusts  is a fund exclusively available to General Electric's U.S. employees and trustees, forming part of the Elfun Funds alongside the Elfun International Equity Fund. Initially managed by David Carlson until 2019, the fund is now under the stewardship of William Sandow and Christopher Sierakowski. The fund's investment strategy focuses on U.S. companies, selecting equity securities from various industries based on individual company merits. The fund also considers companies with potential future dividend payouts, emphasizing stock selection as a key performance driver.GuruFocus has detected 4 Warning Sign with MSFT.Elfun Trusts  added a total of two stocks to its portfolio, with the most significant addition being Emerson Electric Co . The fund acquired 463,900 shares, which now account for 1.18% of the portfolio, with a tot","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSI":"Stage Stores Inc","SNPS":"新思科技","NVD":"GraniteShares 2x Short NVDA Daily ETF","SQQQ":"纳指三倍做空ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","NVDA":"英伟达","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","TQQQ":"纳指三倍做多ETF","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BMRN":"拜玛林制药","03165":"华夏欧优股对冲","NVDS":"Tradr 1.5X Short NVDA Daily ETF","PSQ":"纳指反向ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","QLD":"纳指两倍做多ETF","NVD2.UK":"2X NVIDIA ETP","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","MSFT":"微软","BK4585":"ETF&股票定投概念","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0122379950.USD":"贝莱德世界健康科学A2","SPGI":"标普全球","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","EMR":"艾默生电气","2NVD.UK":"2X NVIDIA ETP","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","ABT":"雅培","SNVD.UK":"LS -1X NVIDIA","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","QID":"纳指两倍做空ETF","META":"Meta Platforms, Inc.","NVD3.UK":"LS 3X NVIDIA","AMZN":"亚马逊","AAPL":"苹果","3NVD.UK":"LS 3X NVIDIA",".IXIC":"NASDAQ Composite"},"translate_title":"Elfun Trusts的战略举措：艾默生电气公司占据中心舞台","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSI":1,"MSFT":1,"AAPL":1,"ABT":1,"AMZN":1,"SPGI":1,"BMRN":1,"EMR":1,"META":1,"SNPS":1,"NVDA":1,".IXIC":0.9,"NVDU":0.6,"QLD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDX":0.6,"NVDY":0.6,"PSQ":0.6,"QID":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TQQQ":0.6,"03165":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6,"NVD2.UK":0.6,"NVD":0.6},"content_text":"Analyzing the Latest N-PORT Filing for Q3 2024\nElfun Trusts (Trades, Portfolio) recently submitted its N-PORT filing for the third quarter of 2024, shedding light on its strategic investment decisions during this period. Elfun Trusts (Trades, Portfolio) is a fund exclusively available to General Electric's U.S. employees and trustees, forming part of the Elfun Funds alongside the Elfun International Equity Fund. Initially managed by David Carlson until 2019, the fund is now under the stewardship of William Sandow and Christopher Sierakowski. The fund's investment strategy focuses on U.S. companies, selecting equity securities from various industries based on individual company merits. The fund also considers companies with potential future dividend payouts, emphasizing stock selection as a key performance driver.\n\nWarning! GuruFocus has detected 4 Warning Sign with MSFT.\n\n\nSummary of New Buy\nElfun Trusts (Trades, Portfolio) added a total of two stocks to its portfolio, with the most significant addition being Emerson Electric Co (NYSE:EMR). The fund acquired 463,900 shares, which now account for 1.18% of the portfolio, with a total value of $50.74 million. The second largest addition was Abbott Laboratories (NYSE:ABT), consisting of 419,700 shares, representing approximately 1.11% of the portfolio, with a total value of $47.85 million.\nKey Position Increases\nElfun Trusts (Trades, Portfolio) increased its stakes in a total of nine stocks. The most notable increase was in Synopsys Inc (NASDAQ:SNPS), with an additional 15,000 shares, bringing the total to 44,900 shares. This adjustment represents a significant 50.17% increase in share count, impacting the current portfolio by 0.18%, with a total value of $22.74 million. The second largest increase was in ASML Holding NV (NASDAQ:ASML), with an additional 9,500 shares, bringing the total to 50,500. This adjustment represents a 23.17% increase in share count, with a total value of $42.08 million.\nSummary of Sold Out\nElfun Trusts (Trades, Portfolio) completely exited one holding in the third quarter of 2024: Biomarin Pharmaceutical Inc (NASDAQ:BMRN). The fund sold all 518,091 shares, resulting in a -1.02% impact on the portfolio.\nKey Position Reduces\nElfun Trusts (Trades, Portfolio) reduced its position in 18 stocks, with the most significant changes including a reduction in UnitedHealth Group Inc (NYSE:UNH) by 33,900 shares, resulting in a -16.86% decrease in shares and a -0.41% impact on the portfolio. The stock traded at an average price of $565.61 during the quarter and has returned -7.04% over the past three months and 6.25% year-to-date. Additionally, the fund reduced its position in S&P Global Inc (NYSE:SPGI) by 32,800 shares, resulting in a -19.09% reduction in shares and a -0.35% impact on the portfolio. The stock traded at an average price of $494.89 during the quarter and has returned 1.59% over the past three months and 18.47% year-to-date.\nPortfolio Overview\nAs of the third quarter of 2024, Elfun Trusts (Trades, Portfolio)' portfolio included 45 stocks. The top holdings were 8.37% in Microsoft Corp (NASDAQ:MSFT), 8.18% in NVIDIA Corp (NASDAQ:NVDA), 6.41% in Apple Inc (NASDAQ:AAPL), 5.14% in Amazon.com Inc (NASDAQ:AMZN), and 4.52% in Meta Platforms Inc (NASDAQ:META).\n\nThe holdings are mainly concentrated in all 11 industries: Technology, Healthcare, Financial Services, Communication Services, Consumer Cyclical, Industrials, Energy, Consumer Defensive, Basic Materials, Utilities, and Real Estate.\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489252775"}