CM Wealth Advisors’s Emcor EME Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-6,502	Closed	-$1.03M	–	247
2023 Q1	$1.03M	Buy	+6,502	New	+$1,000K	0.2%	157

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CM Wealth Advisors's EME Position: Q2 2023 in Review

CM Wealth Advisors sold out of Emcor (EME) in Q2 2023, closing a stake of 6,502 shares — an estimated $1.03M sold.

CM Wealth Advisors first reported a position in EME in Q1 2023 and held it in 1 quarter. The position peaked at $1.03M in Q1 2023. 493 funds tracked by Wall St. Rank hold EME as of Q2 2023.

CM Wealth Advisors reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,502 Emcor shares in Q2 2023, an estimated $1.03M.
CM Wealth Advisors first reported a position in Emcor in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Emcor position peaked at $1.03M in Q1 2023.
493 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.