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Carroll Financial Associates’s Emcor EME Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-4
Closed – – 1723
2021
Q1 		$0 Buy
+4
New +$401 ﹤0.01% 1653
2019
Q2 		– Sell
-19
Closed -$1K – 1600
2019
Q1 		$1K Hold
19
– – ﹤0.01% 1294
2018
Q4 		$1K Hold
19
– – ﹤0.01% 1222
2018
Q3 		$1K Buy
+19
New +$1.47K ﹤0.01% 1233

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carroll Financial Associates's EME Position: Q2 2021 in Review

Carroll Financial Associates sold out of Emcor (EME) in Q2 2021, closing a stake of 4 shares.

Carroll Financial Associates first reported a position in EME in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 375 funds tracked by Wall St. Rank hold EME as of Q2 2021.

  • Carroll Financial Associates reported no remaining Emcor position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 4 Emcor shares in Q2 2021.
  • Carroll Financial Associates first reported a position in Emcor in Q3 2018 and held it in 4 quarters.
  • Carroll Financial Associates's Emcor position peaked at $1K in Q1 2019.
  • 375 funds tracked by Wall St. Rank held Emcor as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.