Ownership history in Tufton Capital Management Β· 102 quarters on record
This page tracks every 13F SEC filing in which Tufton Capital Management reported a position in EMERSON ELEC CO COM COM (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 Tufton Capital Management underperformed the S&P 500 by β1.7% annually on this EMR position. Timing score: 44% (43/97 decisions correct). Average cost basis: $25.11. Maximum drawdown during holding period: β47.6%.
β οΈ Trailed SPY by 1.7% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
43 of 97 add/trim decisions correct
Best entry: $11.60 (2002 Q3) Β· Worst: $73.81 (2022 Q2)
πͺ Held through 7 major drawdowns (>20%). Diamond-hands conviction.
35 adds Β· 64 trims. Bought during 17 of 42 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.69% 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