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Arden Trust’s Emcor EME Stock Holding History

Arden Trust’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
Q3 		– Sell
-3,069
Closed -$203K – 306
2020
Q2 		$203K Hold
3,069
– – 0.04% 304
2020
Q1 		$189K Sell
3,069
-66
-2% -$5.09K 0.04% 283
2019
Q4 		$271K Sell
3,135
-7
-0.2% -$616 0.04% 284
2019
Q3 		$271K Sell
3,142
-60
-2% -$5.11K 0.04% 299
2019
Q2 		$282K Sell
3,202
-12
-0.4% -$973 0.05% 280
2019
Q1 		$235K Buy
+3,214
New +$218K 0.04% 327
2018
Q1 		– Sell
-2,483
Closed -$203K – 367
2017
Q4 		$203K Buy
+2,483
New +$192K 0.03% 344

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arden Trust's EME Position: Q3 2020 in Review

Arden Trust sold out of Emcor (EME) in Q3 2020, closing a stake of 3,069 shares — an estimated $203K sold.

Arden Trust first reported a position in EME in Q4 2017 and held it in 7 quarters. The position peaked at $282K in Q2 2019. 330 funds tracked by Wall St. Rank hold EME as of Q3 2020.

  • Arden Trust reported no remaining Emcor position as of Q3 2020 after selling out during the quarter.
  • Arden Trust sold 3,069 Emcor shares in Q3 2020, an estimated $203K.
  • Arden Trust first reported a position in Emcor in Q4 2017 and held it in 7 quarters.
  • Arden Trust's Emcor position peaked at $282K in Q2 2019.
  • 330 funds tracked by Wall St. Rank held Emcor as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.