Benjamin F. Edwards & Company’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$221K Sell
605
-611
-50% -$225K ﹤0.01% 882
2024
Q1
$426K Buy
1,216
+1,021
+524% +$274K 0.01% 688
2023
Q4
$42K Buy
195
+126
+183% +$26.4K ﹤0.01% 1294
2023
Q3
$15K Hold
69
﹤0.01% 1304
2023
Q2
$13K Hold
69
﹤0.01% 1363
2023
Q1
$11K Hold
69
﹤0.01% 1382
2022
Q4
$10K Sell
69
-3
-4% -$426 ﹤0.01% 1417
2022
Q3
$8K Sell
72
-46
-39% -$5.26K ﹤0.01% 1426
2022
Q2
$12K Sell
118
-127
-52% -$13.6K ﹤0.01% 1336
2022
Q1
$28K Hold
245
﹤0.01% 1164
2021
Q4
$31K Sell
245
-85
-26% -$10.5K ﹤0.01% 1144
2021
Q3
$38K Sell
330
-124
-27% -$14.9K ﹤0.01% 1087
2021
Q2
$56K Sell
454
-6,198
-93% -$756K ﹤0.01% 996
2021
Q1
$746K Buy
6,652
+350
+6% +$35.1K 0.04% 381
2020
Q4
$576K Sell
6,302
-1,513
-19% -$122K 0.03% 406
2020
Q3
$529K Buy
7,815
+2,405
+44% +$167K 0.04% 382
2020
Q2
$358K Buy
5,410
+2,274
+73% +$142K 0.03% 440
2020
Q1
$192K Sell
3,136
-640
-17% -$49.3K 0.02% 525
2019
Q4
$326K Sell
3,776
-588
-13% -$51.8K 0.02% 488
2019
Q3
$376K Buy
4,364
+212
+5% +$18K 0.03% 417
2019
Q2
$366K Buy
4,152
+85
+2% +$6.89K 0.03% 410
2019
Q1
$297K Buy
4,067
+12
+0.3% +$814 0.03% 430
2018
Q4
$242K Buy
4,055
+31
+0.8% +$2.15K 0.03% 445
2018
Q3
$302K Sell
4,024
-581
-13% -$44.8K 0.03% 431
2018
Q2
$351K Buy
4,605
+504
+12% +$39.1K 0.03% 387
2018
Q1
$320K Buy
4,101
+12
+0.3% +$951 0.03% 393
2017
Q4
$334K Sell
4,089
-47
-1% -$3.64K 0.03% 376
2017
Q3
$287K Buy
4,136
+44
+1% +$2.91K 0.03% 374
2017
Q2
$268K Buy
4,092
+861
+27% +$55.4K 0.04% 370
2017
Q1
$203K Buy
3,231
+20
+0.6% +$1.33K 0.03% 397
2016
Q4
$227K Buy
3,211
+526
+20% +$34.5K 0.04% 345
2016
Q3
$160K Buy
2,685
+1,542
+135% +$85.2K 0.03% 368
2016
Q2
$56K Buy
+1,143
New +$54.5K 0.01% 494

Other funds holding EME

Benjamin F. Edwards & Company's EME Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Emcor (EME) stake by 50% in Q2 2024, selling an estimated $225K and leaving 605 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Benjamin F. Edwards & Company first reported a position in EME in Q2 2016 and has held it in 33 quarters since. The position peaked at $746K in Q1 2021. 747 funds tracked by Wall St. Rank hold EME as of Q2 2024.

  • Benjamin F. Edwards & Company held 605 shares of Emcor worth $221K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 611 Emcor shares in Q2 2024, an estimated $225K.
  • Emcor made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #882 holding.
  • Benjamin F. Edwards & Company first reported a position in Emcor in Q2 2016 and has held it in 33 quarters since.
  • Benjamin F. Edwards & Company's Emcor position peaked at $746K in Q1 2021.
  • 747 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.