EMR EMERSON ELECTRIC CO

Ownership history in Sara-Bay Financial  ·  23 quarters on record

AI Ownership Summary

Sara-Bay Financial reported EMERSON ELECTRIC CO (EMR) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.2% in 2024 Q1. The latest visible filing shows EMR at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sara-Bay Financial's position in EMERSON ELECTRIC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMR was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sara-Bay Financial held EMR — position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,064 +5 +0.0% 0.97% $3.3M 2026-02-14 (Est.) $148.13
2025 Q3 REDUCED 24,059 -81 -0.3% 0.88% $3.2M 2025-10-10 $124.99
2025 Q2 REDUCED 24,140 -431 -1.8% 1.15% $3.2M 2025-07-15 $138.01
2025 Q1 ADDED 24,571 +412 +1.7% 1.18% $2.7M 2025-04-11 $98.85
2024 Q4 ADDED 24,159 +13 +0.1% 1.11% $3.0M 2025-01-15 $118.24
2024 Q3 ADDED 24,146 +357 +1.5% 0.96% $2.6M 2024-10-07 $109.76
2024 Q2 ADDED 23,789 +131 +0.6% 1.06% $2.6M 2024-07-19 $112.28
2024 Q1 ADDED 23,658 +2,000 +9.2% 1.20% $2.7M 2024-04-16 $107.71
2023 Q4 ADDED 21,658 +299 +1.4% 1.03% $2.1M 2024-01-12 $91.20
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and EMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning EMR?

Sara-Bay Financial reported EMR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMR position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for EMR was 1.20% in 2024 Q1.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2025 Q4, when Sara-Bay Financial reported 24,064 shares, equal to 0.97% of portfolio, with an estimated market value of $3.3M.

What does the chart on this EMR ownership page compare?

The chart compares Sara-Bay Financial's quarterly EMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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