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FDx Advisors’s Emcor EME Stock Holding History

FDx Advisors’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
Q2 		– Sell
-2,156
Closed -$319K – 776
2023
Q1 		$319K Hold
2,156
– – 0.01% 545
2022
Q4 		$319K Buy
+2,156
New +$306K 0.01% 545
2019
Q4 		– Sell
-3,927
Closed -$338K – 624
2019
Q3 		$338K Buy
3,927
+5
+0.1% +$425 0.02% 445
2019
Q2 		$346K Buy
3,922
+18
+0.5% +$1.46K 0.01% 583
2019
Q1 		$285K Buy
3,904
+434
+13% +$29.4K 0.01% 612
2018
Q4 		$207K Sell
3,470
-1,759
-34% -$122K 0.02% 511
2018
Q3 		$393K Buy
5,229
+1,110
+27% +$85.6K 0.01% 603
2018
Q2 		$314K Sell
4,119
-6,446
-61% -$500K 0.01% 706
2018
Q1 		$823K Sell
10,565
-2,505
-19% -$199K 0.02% 573
2017
Q4 		$1.07M Sell
13,070
-1,124
-8% -$87.1K 0.03% 529
2017
Q3 		$985K Buy
14,194
+1,011
+8% +$66.9K 0.03% 530
2017
Q2 		$862K Sell
13,183
-13,538
-51% -$871K 0.03% 567
2017
Q1 		$1.68M Sell
26,721
-7,622
-22% -$506K 0.05% 336
2016
Q4 		$2.43M Buy
34,343
+19,301
+128% +$1.26M 0.07% 247
2016
Q3 		$897K Buy
15,042
+986
+7% +$54.5K 0.04% 421
2016
Q2 		$692K Sell
14,056
-163
-1% -$7.77K 0.03% 478
2016
Q1 		$691K Buy
14,219
+8,738
+159% +$399K 0.03% 486
2015
Q4 		$263K Sell
5,481
-330
-6% -$15.8K 0.01% 756
2015
Q3 		$257K Sell
5,811
-141
-2% -$6.58K 0.02% 665
2015
Q2 		$284K Sell
5,952
-448
-7% -$20.9K 0.01% 761
2015
Q1 		$300K Buy
6,400
+206
+3% +$8.95K 0.01% 1217
2014
Q4 		$276K Sell
6,194
-1,546
-20% -$66.5K 0.02% 750
2014
Q3 		$309K Buy
7,740
+686
+10% +$29.5K 0.02% 770
2014
Q2 		$314K Sell
7,054
-187
-3% -$8.49K 0.02% 763
2014
Q1 		$339K Buy
7,241
+546
+8% +$24K 0.03% 569
2013
Q4 		$284K Buy
+6,695
New +$261K 0.03% 546

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FDx Advisors's EME Position: Q2 2023 in Review

FDx Advisors sold out of Emcor (EME) in Q2 2023, closing a stake of 2,156 shares — an estimated $319K sold.

FDx Advisors first reported a position in EME in Q4 2013 and held it in 26 quarters. The position peaked at $2.43M in Q4 2016. 492 funds tracked by Wall St. Rank hold EME as of Q2 2023.

  • FDx Advisors reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 2,156 Emcor shares in Q2 2023, an estimated $319K.
  • FDx Advisors first reported a position in Emcor in Q4 2013 and held it in 26 quarters.
  • FDx Advisors's Emcor position peaked at $2.43M in Q4 2016.
  • 492 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.