Ownership history in Quilter Plc Β· 25 quarters on record
This page tracks every 13F SEC filing in which Quilter Plc 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 β sourced directly from SEC EDGAR 13F filings.
π Quilter Plc outperformed the S&P 500 by +0.5% annually on this EMR position. Timing score: 58% (14/24 decisions correct). Average cost basis: $89.15. Maximum drawdown during holding period: β37.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
24 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $54.93 (2020 Q2) Β· Worst: $132.21 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 6 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.79% 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