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Aspen Investment Management’s Emcor EME Stock Holding History

Aspen Investment 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
2024
Q1 		– Sell
-1,755
Closed -$378K – 156
2023
Q4 		$378K Sell
1,755
-30
-2% -$6.3K 0.21% 105
2023
Q3 		$375K Buy
+1,785
New +$373K 0.23% 105
2022
Q1 		– Sell
-3,814
Closed -$486K – 146
2021
Q4 		$486K Sell
3,814
-128
-3% -$15.8K 0.24% 107
2021
Q3 		$455K Sell
3,942
-11
-0.3% -$1.32K 0.24% 98
2021
Q2 		$487K Buy
3,953
+1,087
+38% +$133K 0.25% 100
2021
Q1 		$321K Buy
2,866
+45
+2% +$4.51K 0.18% 108
2020
Q4 		$258K Buy
+2,821
New +$227K 0.15% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aspen Investment Management's EME Position: Q1 2024 in Review

Aspen Investment Management sold out of Emcor (EME) in Q1 2024, closing a stake of 1,755 shares — an estimated $378K sold.

Aspen Investment Management first reported a position in EME in Q4 2020 and held it in 7 quarters. The position peaked at $487K in Q2 2021. 658 funds tracked by Wall St. Rank hold EME as of Q1 2024.

  • Aspen Investment Management reported no remaining Emcor position as of Q1 2024 after selling out during the quarter.
  • Aspen Investment Management sold 1,755 Emcor shares in Q1 2024, an estimated $378K.
  • Aspen Investment Management first reported a position in Emcor in Q4 2020 and held it in 7 quarters.
  • Aspen Investment Management's Emcor position peaked at $487K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Aspen Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.