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Cassady Schiller Wealth Management’s Emcor EME Stock Holding History

Cassady Schiller 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
Q4 		$1.36K Buy
+3
New +$1.42K ﹤0.01% 699

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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

Cassady Schiller Wealth Management's EME Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Emcor (EME) in Q4 2024: 3 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

889 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Emcor worth $1.36K as of Q4 2024.
  • Emcor was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Emcor made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #699 holding.
  • 889 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.