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 Q2	–	Sell	-16	Closed	-$5.54K	–	1756
2024 Q1	$5.54K	Buy	+16	New	+$4.29K	﹤0.01%	844
2023 Q4	–	Hold	0	–	–	–	1481
2023 Q3	–	Sell	-185	Closed	-$38.7K	–	1196
2023 Q2	$1.27K	Buy	+185	New	+$30.9K	﹤0.01%	749
2020 Q1	–	Sell	-14	Closed	-$86K	–	1189
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Norges Bank Oslo, Norway $935B AUM