Delap Wealth Advisory’s Emcor EME Stock Holding History

Delap Wealth 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
2024 Q2	–	Sell	-582	Closed	-$204K	–	178
2024 Q1	$204K	Buy	+582	New	+$156K	0.08%	243

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's EME Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Emcor (EME) in Q2 2024, closing a stake of 582 shares — an estimated $204K sold.

Delap Wealth Advisory first reported a position in EME in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 746 funds tracked by Wall St. Rank hold EME as of Q2 2024.

Delap Wealth Advisory reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 582 Emcor shares in Q2 2024, an estimated $204K.
Delap Wealth Advisory first reported a position in Emcor in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Emcor position peaked at $204K in Q1 2024.
746 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.