Poplar Forest Capital’s Emerson Electric EMR Stock Holding History

Poplar Forest Capital’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.7M	Hold	15,460	–	–	0.3%	36
2024 Q4	$1.92M	Hold	15,460	–	–	0.35%	33
2024 Q3	$1.69M	Sell	15,460 -2,545	-14%	-$274K	0.23%	32
2024 Q2	$1.98M	Hold	18,005	–	–	0.28%	33
2024 Q1	$2.04M	Hold	18,005	–	–	0.27%	34
2023 Q4	$1.75M	Hold	18,005	–	–	0.25%	34
2023 Q3	$1.74M	Hold	18,005	–	–	0.2%	34
2023 Q2	$1.63M	Hold	18,005	–	–	0.21%	33
2023 Q1	$1.57M	Hold	18,005	–	–	0.19%	36
2022 Q4	$1.73M	Hold	18,005	–	–	0.21%	34
2022 Q3	$1.32M	Hold	18,005	–	–	0.17%	37
2022 Q2	$1.43M	Hold	18,005	–	–	0.16%	39
2022 Q1	$1.76M	Hold	18,005	–	–	0.18%	38
2021 Q4	$1.67M	Hold	18,005	–	–	0.18%	37
2021 Q3	$1.7M	Hold	18,005	–	–	0.17%	33
2021 Q2	$1.73M	Hold	18,005	–	–	0.17%	35
2021 Q1	$1.62M	Hold	18,005	–	–	0.16%	35
2020 Q4	$1.45M	Hold	18,005	–	–	0.17%	38
2020 Q3	$1.18M	Hold	18,005	–	–	0.14%	39
2020 Q2	$1.12M	Hold	18,005	–	–	0.13%	40
2020 Q1	$858K	Hold	18,005	–	–	0.12%	45
2019 Q4	$1.37M	Hold	18,005	–	–	0.12%	37
2019 Q3	$1.2M	Hold	18,005	–	–	0.09%	39
2019 Q2	$1.2M	Hold	18,005	–	–	0.09%	40
2019 Q1	$1.23M	Hold	18,005	–	–	0.08%	39
2018 Q4	$1.08M	Hold	18,005	–	–	0.08%	42
2018 Q3	$1.38M	Sell	18,005 -750	-4%	-$55.3K	0.1%	40
2018 Q2	$1.3M	Hold	18,755	–	–	0.11%	43
2018 Q1	$1.28M	Hold	18,755	–	–	0.11%	42
2017 Q4	$1.31M	Hold	18,755	–	–	0.1%	40
2017 Q3	$1.18M	Sell	18,755 -140	-0.7%	-$8.44K	0.1%	42
2017 Q2	$1.13M	Hold	18,895	–	–	0.1%	39
2017 Q1	$1.13M	Sell	18,895 -65	-0.3%	-$3.88K	0.09%	37
2016 Q4	$1.06M	Sell	18,960 -3,900	-17%	-$210K	0.09%	40
2016 Q3	$1.25M	Hold	22,860	–	–	0.11%	38
2016 Q2	$1.19M	Buy	22,860 +300	+1%	+$15.9K	0.11%	38
2016 Q1	$1.23M	Buy	22,560 +205	+0.9%	+$9.89K	0.11%	47
2015 Q4	$1.07M	Hold	22,355	–	–	0.09%	49
2015 Q3	$987K	Hold	22,355	–	–	0.09%	50
2015 Q2	$1.24M	Hold	22,355	–	–	0.09%	49
2015 Q1	$1.27M	Hold	22,355	–	–	0.09%	56
2014 Q4	$1.38M	Hold	22,355	–	–	0.11%	52
2014 Q3	$1.4M	Hold	22,355	–	–	0.12%	56
2014 Q2	$1.48M	Hold	22,355	–	–	0.15%	39
2014 Q1	$1.49M	Hold	22,355	–	–	0.16%	37
2013 Q4	$1.57M	Hold	22,355	–	–	0.2%	36
2013 Q3	$1.45M	Hold	22,355	–	–	0.18%	35
2013 Q2	$1.22M	Buy	+22,355	New	+$1.26M	0.17%	36

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Poplar Forest Capital's EMR Position: Q1 2025 in Review

Poplar Forest Capital held its Emerson Electric (EMR) position steady in Q1 2025 at 15,460 shares worth $1.7M. The position accounts for 0.3% of the portfolio, ranked #36.

Poplar Forest Capital first reported a position in EMR in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.04M in Q1 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Poplar Forest Capital held 15,460 shares of Emerson Electric worth $1.7M as of Q1 2025.
Poplar Forest Capital left its Emerson Electric share count unchanged in Q1 2025.
Emerson Electric made up 0.3% of Poplar Forest Capital's portfolio in Q1 2025, its #36 holding.
Poplar Forest Capital first reported a position in Emerson Electric in Q2 2013 and has held it in 48 quarters since.
Poplar Forest Capital's Emerson Electric position peaked at $2.04M in Q1 2024.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.