EAM Investors’s Emcor EME Stock Holding History

EAM Investors’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 Q4	–	Sell	-12,470	Closed	-$2.62M	–	280
2023 Q3	$2.62M	Sell	12,470 -1,439	-10%	-$301K	0.51%	57
2023 Q2	$2.57M	Sell	13,909 -1,862	-12%	-$311K	0.48%	73
2023 Q1	$2.56M	Buy	15,771 +1,749	+12%	+$269K	0.5%	64
2022 Q4	$2.08M	Buy	+14,022	New	+$1.99M	0.43%	91
2021 Q3	–	Sell	-14,065	Closed	-$1.73M	–	313
2021 Q2	$1.73M	Sell	14,065 -7,399	-34%	-$903K	0.27%	165
2021 Q1	$2.41M	Buy	+21,464	New	+$2.15M	0.36%	82
2017 Q2	–	Sell	-39,043	Closed	-$2.46M	–	315
2017 Q1	$2.46M	Sell	39,043 -2,626	-6%	-$174K	0.39%	139
2016 Q4	$2.95M	Sell	41,669 -8,010	-16%	-$525K	0.39%	114
2016 Q3	$2.96M	Buy	+49,679	New	+$2.75M	0.4%	93
2013 Q4	–	Sell	-24,969	Closed	-$977K	–	325
2013 Q3	$977K	Sell	24,969 -2,214	-8%	-$89.7K	0.19%	277
2013 Q2	$1.1M	Buy	+27,183	New	+$1.06M	0.24%	177

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EAM Investors's EME Position: Q4 2023 in Review

EAM Investors sold out of Emcor (EME) in Q4 2023, closing a stake of 12,470 shares — an estimated $2.62M sold.

EAM Investors first reported a position in EME in Q2 2013 and held it in 11 quarters. The position peaked at $2.96M in Q3 2016. 566 funds tracked by Wall St. Rank hold EME as of Q4 2023.

EAM Investors reported no remaining Emcor position as of Q4 2023 after selling out during the quarter.
EAM Investors sold 12,470 Emcor shares in Q4 2023, an estimated $2.62M.
EAM Investors first reported a position in Emcor in Q2 2013 and held it in 11 quarters.
EAM Investors's Emcor position peaked at $2.96M in Q3 2016.
566 funds tracked by Wall St. Rank held Emcor as of Q4 2023.

Based on EAM Investors's 13F filing for Q4 2023, filed 14 Feb 2024.