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 $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return