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Avalon Investment & Advisory: EMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on EMR, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 501,695 EMR shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 501,695 shares
    Change vs previous 13F -14,184 shares

    1.2% of the 13F portfolio, value $43,717,726.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 515,879 shares
    Change vs previous 13F -22,312 shares

    1.41% of the 13F portfolio, value $49,555,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 538,191 shares
    Change vs previous 13F -16,909 shares

    1.22% of the 13F portfolio, value $39,406,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 555,100 shares
    Change vs previous 13F +263 shares

    1.24% of the 13F portfolio, value $44,153,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 554,837 shares
    Change vs previous 13F +15,137 shares

    1.31% of the 13F portfolio, value $54,402,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 539,700 shares
    Change vs previous 13F -50,565 shares

    1.24% of the 13F portfolio, value $50,176,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 590,265 shares
    Change vs previous 13F +3,679 shares

    1.29% of the 13F portfolio, value $55,603,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 586,586 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $56,453,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).