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Fortis Capital Advisors’s Emcor EME Stock Holding History

Fortis 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
2023
Q1 		– Sell
-836
Closed -$124K – 693
2022
Q4 		$124K Buy
+836
New +$119K 0.07% 174

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

Fortis Capital Advisors's EME Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Emcor (EME) in Q1 2023, closing a stake of 836 shares — an estimated $124K sold.

Fortis Capital Advisors first reported a position in EME in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 461 funds tracked by Wall St. Rank hold EME as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Emcor position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 836 Emcor shares in Q1 2023, an estimated $124K.
  • Fortis Capital Advisors first reported a position in Emcor in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Emcor position peaked at $124K in Q4 2022.
  • 461 funds tracked by Wall St. Rank held Emcor as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.