BWM
EME icon

Brophy Wealth Management’s Emcor EME Stock Holding History

Brophy 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
Q3 		$221K Buy
+513
New +$194K 0.08% 199

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brophy Wealth Management's EME Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Emcor (EME) in Q3 2024: 513 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings.

791 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • Brophy Wealth Management held 513 shares of Emcor worth $221K as of Q3 2024.
  • Emcor was a new Brophy Wealth Management position in Q3 2024.
  • Emcor made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #199 holding.
  • 791 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.