Joel Greenblatt’s EMR Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2015
+769,570 Shares
Current Position
226,226 Shares
$29.68 M Value

Joel Greenblatt's EMR Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 226,226 shares of Emerson Electric Co. (EMR) worth $29.68 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in EMR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 769,570 shares. Largest reduction occurred in Q2 2015, reducing 1.42 M shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Emerson Electric Co (EMR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Emerson Electric Co (EMR) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +85,367 Add 0.00% 85,366 $54.54
Q3 2013 -40,432 Reduce 47.36% 44,934 $64.69
Q4 2013 +130,698 Add 290.87% 175,632 $70.18
Q1 2014 -11,457 Reduce 6.52% 164,175 $66.80
Q2 2014 +229,995 Add 140.09% 394,170 $66.36
Q3 2014 -367,127 Reduce 93.14% 27,043 $62.57
Q4 2014 +629,256 Add 2326.87% 656,299 $61.73
Q1 2015 +769,570 Add 117.26% 1.43 M $56.62
Q2 2015 -1.42 M Reduce 99.38% 8,863 $55.40
Q3 2015 +765,889 Add 8641.42% 774,752 $44.17
Q4 2015 -266,594 Reduce 34.41% 508,158 $47.83
Q1 2016 +145,641 Add 28.66% 653,799 $54.38
Q2 2016 +403,682 Add 61.74% 1.06 M $52.16
Q3 2016 +30,598 Add 2.89% 1.09 M $54.51
Q4 2016 -99,963 Reduce 9.19% 988,116 $55.75
Q1 2017 -99,641 Reduce 10.08% 888,475 $59.86
Q2 2017 +13,016 Add 1.46% 901,491 $59.62
Q3 2017 -860,824 Reduce 95.49% 40,667 $62.85
Q4 2017 -17,304 Reduce 42.55% 23,363 $69.68
Q1 2018 +554,837 Add 2374.85% 578,200 $68.30
Q2 2018 -515,878 Reduce 89.22% 62,322 $69.14
Q3 2018 +559,565 Add 897.86% 621,887 $76.58
Q4 2018 -206,767 Reduce 33.25% 415,120 $59.75
Q1 2019 -277,482 Reduce 66.84% 137,638 $68.47
Q2 2019 -134,489 Reduce 97.71% 3,149 $66.69
Q3 2019 +316,816 Add 10060.84% 319,965 $66.86
Q4 2019 +141,520 Add 44.23% 461,485 $76.26
Q1 2020 -52,001 Reduce 11.27% 409,484 $47.65
Q2 2020 -245,727 Reduce 60.01% 163,757 $62.03
Q3 2020 -20,710 Reduce 12.65% 143,047 $65.57
Q4 2020 -17,230 Reduce 12.04% 125,817 $80.37
Q1 2021 -39,084 Reduce 31.06% 86,733 $90.22
Q2 2021 -19,965 Reduce 23.02% 66,768 $96.24
Q3 2021 +51,194 Add 76.67% 117,962 $94.20
Q4 2021 -33,630 Reduce 28.51% 84,332 $92.97
Q1 2022 -66,424 Reduce 78.76% 17,908 $98.06
Q2 2022 +22,513 Add 125.71% 40,421 $79.54
Q3 2022 +38,180 Add 94.46% 78,601 $73.22
Q4 2022 +8,118 Add 10.33% 86,719 $96.06
Q1 2023 -42,168 Reduce 48.63% 44,551 $87.14
Q2 2023 +23,202 Add 52.08% 67,753 $90.39
Q3 2023 +137,074 Add 202.31% 204,827 $96.57
Q4 2023 -48,337 Reduce 23.60% 156,490 $97.33
Q1 2024 -82,403 Reduce 52.66% 74,087 $113.42
Q2 2024 +23,646 Add 31.92% 97,733 $110.16
Q3 2024 +41,781 Add 42.75% 139,514 $109.37
Q4 2024 +74,838 Add 53.64% 214,352 $123.93
Q1 2025 +2,438 Add 1.14% 216,790 $109.64
Q2 2025 -65,428 Reduce 30.18% 151,362 $133.33
Q3 2025 +74,864 Add 49.46% 226,226 $131.18

Joel Greenblatt's Emerson Electric Co Investment FAQs

Joel Greenblatt first purchased Emerson Electric Co. (EMR) in Q2 2013, acquiring 85,366 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Emerson Electric Co. (EMR) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Emerson Electric Co. (EMR) was in Q1 2015, adding 1,425,869 shares worth $80.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 226,226 shares of Emerson Electric Co. (EMR), valued at approximately $29.68 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 0.13% of Joel Greenblatt'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.

Joel Greenblatt's peak holding in Emerson Electric Co. (EMR) was 1,425,869 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.