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FORA Capital’s Emcor EME Stock Holding History

FORA Capital’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
Q1 		– Sell
-6,985
Closed -$1.03M – 567
2022
Q4 		$1.03M Buy
+6,985
New +$991K 0.17% 161
2021
Q3 		– Sell
-1,314
Closed -$162K – 503
2021
Q2 		$162K Buy
+1,314
New +$160K 0.03% 481
2020
Q4 		– Sell
-1,090
Closed -$74K – 973
2020
Q3 		$74K Buy
+1,090
New +$75.6K 0.05% 365

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FORA Capital's EME Position: Q1 2023 in Review

FORA Capital sold out of Emcor (EME) in Q1 2023, closing a stake of 6,985 shares — an estimated $1.03M sold.

FORA Capital first reported a position in EME in Q3 2020 and held it in 3 quarters. The position peaked at $1.03M in Q4 2022. 461 funds tracked by Wall St. Rank hold EME as of Q1 2023.

  • FORA Capital reported no remaining Emcor position as of Q1 2023 after selling out during the quarter.
  • FORA Capital sold 6,985 Emcor shares in Q1 2023, an estimated $1.03M.
  • FORA Capital first reported a position in Emcor in Q3 2020 and held it in 3 quarters.
  • FORA Capital's Emcor position peaked at $1.03M in Q4 2022.
  • 461 funds tracked by Wall St. Rank held Emcor as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.