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Baystate Wealth Management’s Emcor EME Stock Holding History

Baystate 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
2023
Q4 		$9.7K Buy
45
+10
+29% +$2.1K ﹤0.01% 727
2023
Q3 		$7.36K Buy
+35
New +$7.32K ﹤0.01% 634

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's EME Position: Q4 2023 in Review

Baystate Wealth Management increased its Emcor (EME) stake by 29% in Q4 2023, buying an estimated $2.1K and bringing the position to 45 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Baystate Wealth Management first reported a position in EME in Q3 2023 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold EME as of Q4 2023.

  • Baystate Wealth Management held 45 shares of Emcor worth $9.7K as of Q4 2023.
  • Baystate Wealth Management bought 10 Emcor shares in Q4 2023, an estimated $2.1K.
  • Emcor made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #727 holding.
  • Baystate Wealth Management first reported a position in Emcor in Q3 2023 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Emcor as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.