FinTrust Capital Advisors’s Emcor EME Stock Holding History

FinTrust Capital 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
2024 Q3	$51.1K	Sell	119 -19	-14%	-$7.17K	0.01%	567
2024 Q2	$50.3K	Sell	138 -25	-15%	-$9.22K	0.01%	538
2024 Q1	$57K	Hold	163	–	–	0.01%	483
2023 Q4	$35K	Hold	163	–	–	0.01%	580
2023 Q3	$34.2K	Sell	163 -39	-19%	-$8.16K	0.01%	544
2023 Q2	$29.9K	Hold	202	–	–	0.01%	554
2023 Q1	$29.9K	Hold	202	–	–	0.01%	553
2022 Q4	$29.9K	Sell	202 -37	-15%	-$5.25K	0.01%	552
2022 Q3	$31K	Buy	239 +3	+1%	+$343	0.01%	614
2022 Q2	$25K	Buy	236 +40	+20%	+$4.28K	0.01%	679
2022 Q1	$22K	Sell	196 -26	-12%	-$3.06K	0.01%	744
2021 Q4	$28K	Hold	222	–	–	0.01%	652
2021 Q3	$26K	Hold	222	–	–	0.01%	668
2021 Q2	$27K	Hold	222	–	–	0.01%	674
2021 Q1	$25K	Sell	222 -65	-23%	-$6.51K	0.01%	661
2020 Q4	$26K	Sell	287 -82	-22%	-$6.59K	0.01%	613
2020 Q3	$25K	Sell	369 -115	-24%	-$7.98K	﹤0.01%	610
2020 Q2	$32K	Sell	484 -324	-40%	-$20.3K	0.01%	561
2020 Q1	$50K	Hold	808	–	–	0.02%	430
2019 Q4	$70K	Hold	808	–	–	0.03%	383
2019 Q3	$70K	Buy	808 +58	+8%	+$4.93K	0.02%	391
2019 Q2	$66K	Sell	750 -62	-8%	-$5.03K	0.03%	355
2019 Q1	$59K	Buy	812 +312	+62%	+$21.2K	0.02%	357
2018 Q4	$30K	Buy	+500	New	+$34.6K	0.01%	484

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

FinTrust Capital Advisors's EME Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Emcor (EME) stake by 14% in Q3 2024, selling an estimated $7.17K and leaving 119 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #567.

FinTrust Capital Advisors first reported a position in EME in Q4 2018 and has held it in 24 quarters since. The position peaked at $70K in Q4 2019. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

FinTrust Capital Advisors held 119 shares of Emcor worth $51.1K as of Q3 2024.
FinTrust Capital Advisors sold 19 Emcor shares in Q3 2024, an estimated $7.17K.
Emcor made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #567 holding.
FinTrust Capital Advisors first reported a position in Emcor in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Emcor position peaked at $70K in Q4 2019.
792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.