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Disciplined Investments’s Emcor EME Stock Holding History

Disciplined Investments’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 		– Sell
-14
Closed -$2.59K – 537
2023
Q2 		$2.59K Sell
14
-1
-7% -$167 ﹤0.01% 559
2023
Q1 		$2.44K Sell
15
-1
-6% -$154 ﹤0.01% 598
2022
Q4 		$2.37K Buy
16
+1
+7% +$142 ﹤0.01% 570
2022
Q3 		$2K Buy
15
+2
+15% +$229 ﹤0.01% 619
2022
Q2 		$1K Buy
13
+1
+8% +$107 ﹤0.01% 887
2022
Q1 		$1K Buy
+12
New +$1.41K ﹤0.01% 943

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's EME Position: Q3 2023 in Review

Disciplined Investments sold out of Emcor (EME) in Q3 2023, closing a stake of 14 shares — an estimated $2.59K sold.

Disciplined Investments first reported a position in EME in Q1 2022 and held it in 6 quarters. The position peaked at $2.59K in Q2 2023. 527 funds tracked by Wall St. Rank hold EME as of Q3 2023.

  • Disciplined Investments reported no remaining Emcor position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Emcor shares in Q3 2023, an estimated $2.59K.
  • Disciplined Investments first reported a position in Emcor in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Emcor position peaked at $2.59K in Q2 2023.
  • 527 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.