Coury Firm Asset Management’s Emcor EME Stock Holding History

Coury Firm Asset 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
2023 Q3	$314K	Sell	1,492 -334	-18%	-$69.9K	0.5%	28
2023 Q2	$337K	Sell	1,826 -298	-14%	-$49.8K	0.49%	34
2023 Q1	$345K	Sell	2,124 -298	-12%	-$45.8K	0.49%	35
2022 Q4	$359K	Buy	2,422 +3	+0.1%	+$426	0.53%	31
2022 Q3	$279K	Buy	2,419 +3	+0.1%	+$343	0.42%	35
2022 Q2	$249K	Buy	2,416 +3	+0.1%	+$321	0.33%	41
2022 Q1	$272K	Buy	2,413 +22	+0.9%	+$2.59K	0.24%	50
2021 Q4	$305K	Buy	+2,391	New	+$296K	0.23%	45

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Coury Firm Asset Management's EME Position: Q3 2023 in Review

Coury Firm Asset Management reduced its Emcor (EME) stake by 18% in Q3 2023, selling an estimated $69.9K and leaving 1,492 shares worth $314K. The position accounts for 0.5% of the portfolio, ranked #28.

Coury Firm Asset Management first reported a position in EME in Q4 2021 and has held it in 8 quarters since. The position peaked at $359K in Q4 2022. 527 funds tracked by Wall St. Rank hold EME as of Q3 2023.

Coury Firm Asset Management held 1,492 shares of Emcor worth $314K as of Q3 2023.
Coury Firm Asset Management sold 334 Emcor shares in Q3 2023, an estimated $69.9K.
Emcor made up 0.5% of Coury Firm Asset Management's portfolio in Q3 2023, its #28 holding.
Coury Firm Asset Management first reported a position in Emcor in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Emcor position peaked at $359K in Q4 2022.
527 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.