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Aperio Group’s Emcor EME Stock Holding History

Aperio Group’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 		$4.15M Buy
45,418
+7,298
+19% +$586K 0.01% 907
2020
Q3 		$2.58M Sell
38,120
-4,089
-10% -$284K 0.01% 1003
2020
Q2 		$2.79M Buy
42,209
+4,527
+12% +$284K 0.01% 959
2020
Q1 		$2.31M Buy
37,682
+6,526
+21% +$503K 0.01% 966
2019
Q4 		$2.69M Sell
31,156
-784
-2% -$69K 0.01% 962
2019
Q3 		$2.75M Buy
31,940
+2,845
+10% +$242K 0.01% 920
2019
Q2 		$2.56M Buy
29,095
+1,279
+5% +$104K 0.01% 953
2019
Q1 		$2.03M Sell
27,816
-6,889
-20% -$467K 0.01% 1035
2018
Q4 		$2.07M Buy
34,705
+4,217
+14% +$292K 0.01% 975
2018
Q3 		$2.29M Sell
30,488
-207
-0.7% -$16K 0.01% 996
2018
Q2 		$2.34M Buy
30,695
+2,033
+7% +$158K 0.01% 960
2018
Q1 		$2.23M Buy
28,662
+720
+3% +$57.1K 0.01% 946
2017
Q4 		$2.28M Buy
27,942
+613
+2% +$47.5K 0.01% 937
2017
Q3 		$1.9M Buy
27,329
+899
+3% +$59.5K 0.01% 959
2017
Q2 		$1.73M Buy
26,430
+3,362
+15% +$216K 0.01% 964
2017
Q1 		$1.45M Buy
23,068
+420
+2% +$27.9K 0.01% 992
2016
Q4 		$1.6M Buy
22,648
+1,760
+8% +$115K 0.01% 910
2016
Q3 		$1.25M Buy
20,888
+1,159
+6% +$64.1K 0.01% 1002
2016
Q2 		$972K Sell
19,729
-570
-3% -$27.2K 0.01% 1090
2016
Q1 		$987K Buy
20,299
+2,580
+15% +$118K 0.01% 1056
2015
Q4 		$851K Buy
17,719
+1,649
+10% +$79.1K 0.01% 1088
2015
Q3 		$711K Buy
16,070
+827
+5% +$38.6K 0.01% 1121
2015
Q2 		$728K Buy
15,243
+650
+4% +$30.3K 0.01% 1125
2015
Q1 		$678K Buy
14,593
+2,585
+22% +$112K 0.01% 1111
2014
Q4 		$534K Buy
+12,008
New +$517K 0.01% 1186
2014
Q2 		– Sell
-4,453
Closed -$208K – 1744
2014
Q1 		$208K Buy
+4,453
New +$196K ﹤0.01% 1842

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's EME Position: Q4 2020 in Review

Aperio Group increased its Emcor (EME) stake by 19% in Q4 2020, buying an estimated $586K and bringing the position to 45,418 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #907.

Aperio Group first reported a position in EME in Q1 2014 and has held it in 26 quarters since. 343 funds tracked by Wall St. Rank hold EME as of Q4 2020.

  • Aperio Group held 45,418 shares of Emcor worth $4.15M as of Q4 2020.
  • Aperio Group bought 7,298 Emcor shares in Q4 2020, an estimated $586K.
  • Emcor made up 0.01% of Aperio Group's portfolio in Q4 2020, its #907 holding.
  • Aperio Group first reported a position in Emcor in Q1 2014 and has held it in 26 quarters since.
  • 343 funds tracked by Wall St. Rank held Emcor as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.