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Financial Gravity Asset Management’s Emcor EME Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Hold
0
– – – 1152
2023
Q4 		– Hold
0
– – – 1319
2019
Q4 		$86K Hold
14
– – 0.06% 380
2019
Q3 		$1K Buy
14
+3
+27% +$255 ﹤0.01% 1014
2019
Q2 		$1K Buy
+11
New +$892 ﹤0.01% 1031

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's EME Position: Q1 2024 in Review

Financial Gravity Asset Management held its Emcor (EME) position steady in Q1 2024 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Financial Gravity Asset Management first reported a position in EME in Q2 2019 and has held it in 3 quarters since. The position peaked at $86K in Q4 2019. 657 funds tracked by Wall St. Rank hold EME as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Emcor worth $6 as of Q1 2024.
  • Financial Gravity Asset Management left its Emcor share count unchanged in Q1 2024.
  • Emcor made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1152 holding.
  • Financial Gravity Asset Management first reported a position in Emcor in Q2 2019 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Emcor position peaked at $86K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.