EMR EMERSON ELEC CO

Ownership history in ADVOCATE GROUP LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in EMERSON ELEC CO (EMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.89% (2025 Q2)
Avg. % of fund
1.52%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 78,435 -870 -1.1% 1.68% $10.4M $132.21
2025 Q3 ADDED 79,305 +68 +0.1% 1.71% $10.4M $130.11
2025 Q2 ADDED 79,237 +2,770 +3.6% 1.89% $10.6M $131.73
2025 Q1 ADDED 76,467 +2,716 +3.7% 1.53% $8.4M $107.85
2024 Q4 ADDED 73,751 +5,619 +8.2% 1.72% $9.1M $121.39
2024 Q3 ADDED 68,132 +2,140 +3.2% 1.35% $7.5M $106.69
2024 Q2 ADDED 65,992 +640 +1.0% 1.46% $7.3M $106.92
2024 Q1 ADDED 65,352 +7,690 +13.3% 1.47% $7.4M $109.58
2023 Q4 REDUCED 57,662 -2,705 -4.5% 1.20% $5.6M $93.57
2023 Q3 REDUCED 60,367 -5,446 -8.3% 1.35% $5.8M $92.29
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EMR price (monthly, adj. close)
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