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AXS Investments’s Emcor EME Stock Holding History

AXS Investments’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
Q3 		– Sell
-2,501
Closed -$913K – 231
2024
Q2 		$913K Buy
2,501
+1,751
+233% +$646K 0.25% 169
2024
Q1 		$263K Sell
750
-3,450
-82% -$926K 0.06% 250
2023
Q4 		$905K Buy
4,200
+2,960
+239% +$621K 0.22% 166
2023
Q3 		$261K Sell
1,240
-3,260
-72% -$682K 0.07% 243
2023
Q2 		$832K Buy
+4,500
New +$753K 0.22% 162

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AXS Investments's EME Position: Q3 2024 in Review

AXS Investments sold out of Emcor (EME) in Q3 2024, closing a stake of 2,501 shares — an estimated $913K sold.

AXS Investments first reported a position in EME in Q2 2023 and held it in 5 quarters. The position peaked at $913K in Q2 2024. 793 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • AXS Investments reported no remaining Emcor position as of Q3 2024 after selling out during the quarter.
  • AXS Investments sold 2,501 Emcor shares in Q3 2024, an estimated $913K.
  • AXS Investments first reported a position in Emcor in Q2 2023 and held it in 5 quarters.
  • AXS Investments's Emcor position peaked at $913K in Q2 2024.
  • 793 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on AXS Investments's 13F filing for Q3 2024, filed 13 Nov 2024.