CA
EME icon

Cetera Advisors’s Emcor EME Stock Holding History

Cetera Advisors’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
Q1 		$2.17M Buy
6,209
+3,869
+165% +$1.04M 0.02% 777
2023
Q4 		$504K Buy
2,340
+57
+2% +$12K 0.01% 1122
2023
Q3 		$480K Sell
2,283
-203
-8% -$42.5K 0.01% 1087
2023
Q2 		$459K Buy
2,486
+206
+9% +$34.5K 0.01% 1105
2023
Q1 		$371K Sell
2,280
-58
-2% -$8.92K 0.01% 1174
2022
Q4 		$346K Buy
+2,338
New +$332K 0.01% 1157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cetera Advisors's EME Position: Q1 2024 in Review

Cetera Advisors increased its Emcor (EME) stake by 165% in Q1 2024, buying an estimated $1.04M and bringing the position to 6,209 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #777.

Cetera Advisors first reported a position in EME in Q4 2022 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold EME as of Q1 2024.

  • Cetera Advisors held 6,209 shares of Emcor worth $2.17M as of Q1 2024.
  • Cetera Advisors bought 3,869 Emcor shares in Q1 2024, an estimated $1.04M.
  • Emcor made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #777 holding.
  • Cetera Advisors first reported a position in Emcor in Q4 2022 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.