EMR EMERSON ELEC CO

Ownership history in Perpetual Ltd  ·  23 quarters on record

This page tracks every 13F SEC filing in which Perpetual 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
2.17% (2025 Q2)
Avg. % of fund
0.46%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 818,259 -229,628 -21.9% 1.57% $108.6M $132.21
2025 Q3 REDUCED 1,047,887 -336,726 -24.3% 1.71% $137.5M $130.11
2025 Q2 ADDED 1,384,613 +204,358 +17.3% 2.17% $184.6M $131.73
2025 Q1 ADDED 1,180,255 +46,281 +4.1% 1.56% $129.4M $107.85
2024 Q4 REDUCED 1,133,974 -72,184 -6.0% 1.65% $140.5M $121.39
2024 Q3 ADDED 1,206,158 +1,204,058 +57336.1% 1.43% $131.9M $106.69
2024 Q2 REDUCED 2,100 -800 -27.6% 0.00% $231K $106.92
2024 Q1 UNCHANGED 2,900 0% 0.00% $329K $109.58
2023 Q4 UNCHANGED 2,900 0% 0.00% $282K $93.57
2023 Q3 UNCHANGED 2,900 0% 0.00% $280K $92.29
13 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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