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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AUA Capital Management's EME Position: Q1 2023 in Review

AUA Capital Management sold out of Emcor (EME) in Q1 2023, closing a stake of 43 shares — an estimated $6.37K sold.

AUA Capital Management first reported a position in EME in Q3 2020 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 462 funds tracked by Wall St. Rank hold EME as of Q1 2023.

  • AUA Capital Management reported no remaining Emcor position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 43 Emcor shares in Q1 2023, an estimated $6.37K.
  • AUA Capital Management first reported a position in Emcor in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Emcor position peaked at $11K in Q2 2021.
  • 462 funds tracked by Wall St. Rank held Emcor as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.