Baker Tilly Wealth Management’s Emcor EME Stock Holding History

Baker Tilly Wealth 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 Q2	–	Sell	-2,262	Closed	-$792K	–	321
2024 Q1	$792K	Sell	2,262 -435	-16%	-$117K	0.14%	161
2023 Q4	$581K	Sell	2,697 -21	-0.8%	-$4.41K	0.1%	242
2023 Q3	$572K	Sell	2,718 -72	-3%	-$15.1K	0.09%	225
2023 Q2	$516K	Buy	2,790 +9	+0.3%	+$1.5K	0.05%	332
2023 Q1	$452K	Buy	2,781 +170	+7%	+$26.1K	0.05%	359
2022 Q4	$387K	Buy	+2,611	New	+$371K	0.05%	390

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Baker Tilly Wealth Management's EME Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Emcor (EME) in Q2 2024, closing a stake of 2,262 shares — an estimated $792K sold.

Baker Tilly Wealth Management first reported a position in EME in Q4 2022 and held it in 6 quarters. The position peaked at $792K in Q1 2024. 747 funds tracked by Wall St. Rank hold EME as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,262 Emcor shares in Q2 2024, an estimated $792K.
Baker Tilly Wealth Management first reported a position in Emcor in Q4 2022 and held it in 6 quarters.
Baker Tilly Wealth Management's Emcor position peaked at $792K in Q1 2024.
747 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.