EMR β€” EMERSON ELEC CO

Ownership history in TWINBEECH CAPITAL LP  Β·  8 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP 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.

πŸ” Peak position
0.72% (2022 Q3)
πŸ“Š Avg. % of fund
0.33%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

TWINBEECH CAPITAL LP Γ— EMR AI Analytics

πŸ“‰ TWINBEECH CAPITAL LP underperformed the S&P 500 by –8.2% annually on this EMR position. Timing score: 57% (4/7 decisions correct). Average cost basis: $79.71. Maximum drawdown during holding period: –21.8%.

πŸ“ˆ Position Alpha vs SPY
-8.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.2% ann.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$79.71
+63.2% vs current ($130.11)

Best entry: $68.35 (2022 Q3)  Β·  Worst: $93.57 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–21.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

5 adds Β· 3 trims. Bought during 3 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.07% of portfolio

⚠ 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.

% of Fund (quarterly)    EMR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,393 -392,539 -96.7% 0.07% $1.8M $130.11
2023 Q4 ADDED 405,932 +226,938 +126.8% 0.64% $39.5M $93.57
2023 Q2 REDUCED 178,994 -193,305 -51.9% 0.32% $16.2M $85.91
2022 Q3 ADDED 372,299 +248,897 +201.7% 0.72% $27.3M $68.35
2022 Q2 ADDED 123,402 +88,215 +250.7% 0.44% $9.8M $73.81
2021 Q4 ADDED 35,187 +31,632 +889.8% 0.19% $3.3M $85.29
2021 Q2 REDUCED 3,555 -11,245 -76.0% 0.04% $342K $87.40
2021 Q1 INITIATED 14,800 β€” β€” 0.20% $1.3M $81.49

🏒 Other funds also holding EMR

As of 2025 Q4 β€” sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 15.45% Clean Energy Transition LLP 3Y 14.96% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 4.91% ECOFI INVESTISSEMENTS SA 4.77% VANTAGE WEALTH 3Y 7Y 4.42% Guinness Asset Management LTD 3Y 7Y 4.04% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.93% Centerstone Investors, LLC 3Y 7Y 3.52% Sunflower Bank, N.A. 3Y 3.45% Eldred Rock Partners, LLC 3.3%
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