Bartlett & Co’s Emcor EME Stock Holding History

Bartlett & Co’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
2022 Q3	–	Sell	-97	Closed	-$10K	–	1180
2022 Q2	$10K	Buy	+97	New	+$10.4K	﹤0.01%	859

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Bartlett & Co's EME Position: Q3 2022 in Review

Bartlett & Co sold out of Emcor (EME) in Q3 2022, closing a stake of 97 shares — an estimated $10K sold.

Bartlett & Co first reported a position in EME in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 383 funds tracked by Wall St. Rank hold EME as of Q3 2022.

Bartlett & Co reported no remaining Emcor position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 97 Emcor shares in Q3 2022, an estimated $10K.
Bartlett & Co first reported a position in Emcor in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Emcor position peaked at $10K in Q2 2022.
383 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.