Adams Wealth Management’s Emcor EME Stock Holding History

Adams Wealth Management’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-21	Closed	-$1K	–	153
2020 Q3	$1K	Buy	+21	New	+$1.46K	﹤0.01%	314

Other funds holding EME

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adams Wealth Management's EME Position: Q4 2020 in Review

Adams Wealth Management sold out of Emcor (EME) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Adams Wealth Management first reported a position in EME in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 342 funds tracked by Wall St. Rank hold EME as of Q4 2020.

Adams Wealth Management reported no remaining Emcor position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 21 Emcor shares in Q4 2020, an estimated $1K.
Adams Wealth Management first reported a position in Emcor in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Emcor position peaked at $1K in Q3 2020.
342 funds tracked by Wall St. Rank held Emcor as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.