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Castle Wealth Management’s Emcor EME Stock Holding History

Castle 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
2022
Q4 		– Sell
-404
Closed -$47K – 266
2022
Q3 		$47K Hold
404
– – 0.03% 221
2022
Q2 		$42K Buy
+404
New +$43.2K 0.02% 231

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castle Wealth Management's EME Position: Q4 2022 in Review

Castle Wealth Management sold out of Emcor (EME) in Q4 2022, closing a stake of 404 shares — an estimated $47K sold.

Castle Wealth Management first reported a position in EME in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2022. 463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

  • Castle Wealth Management reported no remaining Emcor position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 404 Emcor shares in Q4 2022, an estimated $47K.
  • Castle Wealth Management first reported a position in Emcor in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Emcor position peaked at $47K in Q3 2022.
  • 463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.