Capital Analysts LLC’s Emcor EME Stock Holding History

Capital Analysts LLC’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	–	Sell	-6	Closed	-$1K	–	1122
2023 Q3	$1K	Buy	+6	New	+$1.25K	﹤0.01%	1089

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Capital Analysts LLC's EME Position: Q4 2023 in Review

Capital Analysts LLC sold out of Emcor (EME) in Q4 2023, closing a stake of 6 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EME in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 566 funds tracked by Wall St. Rank hold EME as of Q4 2023.

Capital Analysts LLC reported no remaining Emcor position as of Q4 2023 after selling out during the quarter.
Capital Analysts LLC sold 6 Emcor shares in Q4 2023, an estimated $1K.
Capital Analysts LLC first reported a position in Emcor in Q3 2023 and held it in 1 quarter.
Capital Analysts LLC's Emcor position peaked at $1K in Q3 2023.
566 funds tracked by Wall St. Rank held Emcor as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.