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Advisor Partners’s Emcor EME Stock Holding History

Advisor Partners’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
2022
Q2 		$253K Buy
2,456
+98
+4% +$10.5K 0.02% 699
2022
Q1 		$266K Sell
2,358
-10
-0.4% -$1.18K 0.02% 712
2021
Q4 		$302K Sell
2,368
-6
-0.3% -$743 0.02% 663
2021
Q3 		$274K Sell
2,374
-34
-1% -$4.07K 0.02% 671
2021
Q2 		$297K Buy
2,408
+51
+2% +$6.22K 0.02% 651
2021
Q1 		$264K Buy
2,357
+36
+2% +$3.61K 0.02% 675
2020
Q4 		$212K Buy
+2,321
New +$186K 0.02% 689

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's EME Position: Q2 2022 in Review

Advisor Partners increased its Emcor (EME) stake by 4.2% in Q2 2022, buying an estimated $10.5K and bringing the position to 2,456 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #699.

Advisor Partners first reported a position in EME in Q4 2020 and has held it in 7 quarters since. The position peaked at $302K in Q4 2021. 382 funds tracked by Wall St. Rank hold EME as of Q2 2022.

  • Advisor Partners held 2,456 shares of Emcor worth $253K as of Q2 2022.
  • Advisor Partners bought 98 Emcor shares in Q2 2022, an estimated $10.5K.
  • Emcor made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #699 holding.
  • Advisor Partners first reported a position in Emcor in Q4 2020 and has held it in 7 quarters since.
  • Advisor Partners's Emcor position peaked at $302K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held Emcor as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.