EMR — EMERSON ELEC CO

Ownership history in AM Squared Ltd  ·  2 quarters on record

This page tracks every 13F SEC filing in which AM Squared Ltd 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
0.28% (2024 Q2)
Avg. % of fund
0.21%
First filed
2024 Q1
Last filed
2024 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 1,000 +500 +100.0% 0.28% $110K $106.92
2024 Q1 INITIATED 500 — — 0.14% $57K —
% of Fund (quarterly)    EMR price (monthly, adj. close)

Other funds also holding EMR

As of 2025 Q4 — sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 15.45% Clean Energy Transition LLP 3Y 14.96% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 4.91% ECOFI INVESTISSEMENTS SA 4.77% VANTAGE WEALTH 3Y 7Y 4.42% Guinness Asset Management LTD 3Y 7Y 4.04% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.93% Centerstone Investors, LLC 3Y 7Y 3.52% Sunflower Bank, N.A. 3Y 3.45% Eldred Rock Partners, LLC 3.3%
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