Arlington Partners’s Emcor EME Stock Holding History

Arlington 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
2023 Q4	–	Sell	-168	Closed	-$35.3K	–	267
2023 Q3	$35.3K	Hold	168	–	–	0.01%	152
2023 Q2	$31K	Hold	168	–	–	﹤0.01%	346
2023 Q1	$27.3K	Buy	+168	New	+$25.8K	﹤0.01%	311

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arlington Partners's EME Position: Q4 2023 in Review

Arlington Partners sold out of Emcor (EME) in Q4 2023, closing a stake of 168 shares — an estimated $35.3K sold.

Arlington Partners first reported a position in EME in Q1 2023 and held it in 3 quarters. The position peaked at $35.3K in Q3 2023. 566 funds tracked by Wall St. Rank hold EME as of Q4 2023.

Arlington Partners reported no remaining Emcor position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 168 Emcor shares in Q4 2023, an estimated $35.3K.
Arlington Partners first reported a position in Emcor in Q1 2023 and held it in 3 quarters.
Arlington Partners's Emcor position peaked at $35.3K in Q3 2023.
566 funds tracked by Wall St. Rank held Emcor as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.