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CSat Investment Advisory’s Emcor EME Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-225
Closed -$15K – 653
2020
Q3 		$15K Buy
225
+28
+14% +$1.94K ﹤0.01% 944
2020
Q2 		$13K Buy
197
+45
+30% +$2.82K ﹤0.01% 967
2020
Q1 		$9K Buy
152
+19
+14% +$1.47K ﹤0.01% 936
2019
Q4 		$11K Buy
133
+25
+23% +$2.2K ﹤0.01% 960
2019
Q3 		$9K Buy
108
+14
+15% +$1.19K ﹤0.01% 951
2019
Q2 		$8K Buy
+94
New +$7.62K ﹤0.01% 943

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's EME Position: Q4 2020 in Review

CSat Investment Advisory sold out of Emcor (EME) in Q4 2020, closing a stake of 225 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in EME in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 343 funds tracked by Wall St. Rank hold EME as of Q4 2020.

  • CSat Investment Advisory reported no remaining Emcor position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 225 Emcor shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Emcor in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Emcor position peaked at $15K in Q3 2020.
  • 343 funds tracked by Wall St. Rank held Emcor as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.