EMR — EMERSON ELECTRIC CO. CMN

Ownership history in FORA Capital, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in EMERSON ELECTRIC CO. CMN (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
0.34% (2025 Q1)
Avg. % of fund
0.19%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,501 -18,400 -59.5% 0.29% $1.6M $130.11
2025 Q1 ADDED 30,901 +14,471 +88.1% 0.34% $3.4M $107.85
2022 Q1 ADDED 16,430 +14,465 +736.1% 0.29% $1.6M $90.43
2020 Q4 REDUCED 1,965 -761 -27.9% 0.02% $158K $72.16
2020 Q3 ADDED 2,726 +149 +5.8% 0.12% $179K $58.48
2020 Q2 INITIATED 2,577 — — 0.05% $160K $54.93
% 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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