Ray Dalio’s EMR Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q2 2021
+159,777 Shares
Current Position
43,426 Shares
$5.7 M Value

Ray Dalio's EMR Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 43,426 shares of Emerson Electric Co. (EMR) worth $5.7 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in EMR, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 141,690 shares. Largest reduction occurred in Q3 2016, reducing 138,517 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Emerson Electric Co (EMR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Emerson Electric Co (EMR) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +133,288 New Buy 133,288 $66.80
Q2 2014 -24,309 Reduce 18.24% 108,979 $66.36
Q3 2014 -101,799 Reduce 93.41% 7,180 $62.53
Q4 2014 +40,987 Add 570.85% 48,167 $61.72
Q1 2015 +15,330 Add 31.83% 63,497 $56.62
Q2 2015 -17,029 Reduce 26.82% 46,468 $55.44
Q3 2015 +70,800 Add 152.36% 117,268 $44.17
Q4 2015 -117,268 Sold Out 117,268 $0.00
Q1 2016 +27,000 New Buy 27,000 $54.37
Q2 2016 +131,317 Add 486.36% 158,317 $52.16
Q3 2016 -138,517 Reduce 87.49% 19,800 $54.49
Q4 2016 -19,800 Sold Out 19,800 $0.00
Q1 2017 +5,867 New Buy 5,867 $59.83
Q2 2017 -5,867 Sold Out 5,867 $0.00
Q3 2017 +16,170 New Buy 16,170 $62.83
Q4 2017 -16,170 Sold Out 16,170 $0.00
Q1 2019 +56,434 New Buy 56,434 $68.47
Q2 2019 +141,690 Add 251.07% 198,124 $66.72
Q3 2019 -101,711 Reduce 51.34% 96,413 $66.86
Q4 2019 -71,810 Reduce 74.48% 24,603 $76.25
Q1 2020 -24,603 Sold Out 24,603 $0.00
Q2 2020 +8,124 New Buy 8,124 $62.04
Q3 2020 +36,282 Add 446.60% 44,406 $65.58
Q4 2020 +24,680 Add 55.58% 69,086 $80.36
Q1 2021 -69,086 Sold Out 69,086 $0.00
Q2 2021 +159,777 New Buy 159,777 $96.24
Q3 2021 -159,777 Sold Out 159,777 $0.00
Q1 2022 +121,867 New Buy 121,867 $98.05
Q2 2022 -78,527 Reduce 64.44% 43,340 $79.53
Q3 2022 -14,988 Reduce 34.58% 28,352 $73.22
Q4 2022 -28,352 Sold Out 28,352 $0.00
Q3 2023 +5,276 New Buy 5,276 $96.57
Q4 2023 +35,952 Add 681.43% 41,228 $97.33
Q1 2024 -37,818 Reduce 91.73% 3,410 $113.42
Q2 2024 -1,197 Reduce 35.10% 2,213 $110.16
Q3 2024 -2,213 Sold Out 2,213 $0.00
Q2 2025 +8,872 New Buy 8,872 $133.33
Q3 2025 +34,554 Add 389.47% 43,426 $131.18

Ray Dalio's Emerson Electric Co Investment FAQs

Ray Dalio first purchased Emerson Electric Co. (EMR) in Q1 2014, acquiring 133,288 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Emerson Electric Co. (EMR) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Emerson Electric Co. (EMR) was in Q2 2021, adding 159,777 shares worth $15.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 43,426 shares of Emerson Electric Co. (EMR), valued at approximately $5.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Emerson Electric Co. (EMR) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Emerson Electric Co. (EMR) was 198,124 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.