Ownership history in LYNCH & ASSOCIATES/IN Β· 93 quarters on record
This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in EMERSON ELEC CO COMMON (EMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LYNCH & ASSOCIATES/IN outperformed the S&P 500 by +1.0% annually on this EMR position. Timing score: 49% (44/90 decisions correct). Average cost basis: $15.77. Maximum drawdown during holding period: β47.6%.
β
Outperformed SPY on this position by 1.0% ann.
92 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
44 of 90 add/trim decisions correct
Best entry: $13.53 (2002 Q4) Β· Worst: $106.92 (2024 Q2)
πͺ Held through 6 major drawdowns (>20%). Diamond-hands conviction.
49 adds Β· 42 trims. Bought during 17 of 37 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size