Berman Capital Advisors’s Emcor EME Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	1573
2021 Q2	$3K	Buy	30 +2	+7%	+$244	﹤0.01%	1477
2021 Q1	$3K	Hold	28	–	–	﹤0.01%	1408
2020 Q4	$2K	Sell	28 -9	-24%	-$723	﹤0.01%	1394
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	1281
2020 Q2	$2K	Buy	37 +19	+106%	+$1.19K	﹤0.01%	1262
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1276
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1316
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1310
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1318
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1199
2018 Q4	$1K	Buy	+18	New	+$1.25K	﹤0.01%	982

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Berman Capital Advisors's EME Position: Q3 2021 in Review

Berman Capital Advisors held its Emcor (EME) position steady in Q3 2021 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Berman Capital Advisors first reported a position in EME in Q4 2018 and has held it in 12 quarters since. 367 funds tracked by Wall St. Rank hold EME as of Q3 2021.

Berman Capital Advisors held 30 shares of Emcor worth $3K as of Q3 2021.
Berman Capital Advisors left its Emcor share count unchanged in Q3 2021.
Emcor made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1573 holding.
Berman Capital Advisors first reported a position in Emcor in Q4 2018 and has held it in 12 quarters since.
367 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.