AUA Capital Management’s Emcor EME Stock Holding History

AUA Capital 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
2023 Q1	–	Sell	-43	Closed	-$6.37K	–	160
2022 Q4	$6.37K	Sell	43 -16	-27%	-$2.27K	﹤0.01%	171
2022 Q3	$7K	Hold	59	–	–	﹤0.01%	173
2022 Q2	$6K	Sell	59 -2	-3%	-$214	﹤0.01%	190
2022 Q1	$7K	Sell	61 -7	-10%	-$824	﹤0.01%	183
2021 Q4	$9K	Sell	68 -7	-9%	-$867	0.01%	167
2021 Q3	$9K	Sell	75 -12	-14%	-$1.44K	0.01%	163
2021 Q2	$11K	Sell	87 -3	-3%	-$366	0.01%	158
2021 Q1	$10K	Sell	90 -7	-7%	-$702	0.01%	168
2020 Q4	$9K	Hold	97	–	–	0.01%	167
2020 Q3	$7K	Buy	+97	New	+$6.73K	0.01%	168

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return