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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM