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Appian Way Asset Management’s Emcor EME Stock Holding History

Appian Way Asset 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
2021
Q3 		– Sell
-19,900
Closed -$2.45M – 49
2021
Q2 		$2.45M Buy
+19,900
New +$2.43M 1.63% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Appian Way Asset Management's EME Position: Q3 2021 in Review

Appian Way Asset Management sold out of Emcor (EME) in Q3 2021, closing a stake of 19,900 shares — an estimated $2.45M sold.

Appian Way Asset Management first reported a position in EME in Q2 2021 and held it in 1 quarter. The position peaked at $2.45M in Q2 2021. 366 funds tracked by Wall St. Rank hold EME as of Q3 2021.

  • Appian Way Asset Management reported no remaining Emcor position as of Q3 2021 after selling out during the quarter.
  • Appian Way Asset Management sold 19,900 Emcor shares in Q3 2021, an estimated $2.45M.
  • Appian Way Asset Management first reported a position in Emcor in Q2 2021 and held it in 1 quarter.
  • Appian Way Asset Management's Emcor position peaked at $2.45M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on Appian Way Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.