FourThought Financial’s Emcor EME Stock Holding History

FourThought Financial’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
2022 Q3	$73K	Buy	633 +136	+27%	+$15.5K	0.01%	504
2022 Q2	$51K	Hold	497	–	–	0.01%	599
2022 Q1	$56K	Hold	497	–	–	0.01%	625
2021 Q4	$63K	Sell	497 -166	-25%	-$20.6K	0.01%	605
2021 Q3	$76K	Hold	663	–	–	0.01%	560
2021 Q2	$81K	Sell	663 -66	-9%	-$8.05K	0.01%	557
2021 Q1	$81K	Sell	729 -15	-2%	-$1.5K	0.01%	548
2020 Q4	$68K	Buy	+744	New	+$59.8K	0.01%	585

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's EME Position: Q3 2022 in Review

FourThought Financial increased its Emcor (EME) stake by 27% in Q3 2022, buying an estimated $15.5K and bringing the position to 633 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #504.

FourThought Financial first reported a position in EME in Q4 2020 and has held it in 8 quarters since. The position peaked at $81K in Q2 2021. 384 funds tracked by Wall St. Rank hold EME as of Q3 2022.

FourThought Financial held 633 shares of Emcor worth $73K as of Q3 2022.
FourThought Financial bought 136 Emcor shares in Q3 2022, an estimated $15.5K.
Emcor made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #504 holding.
FourThought Financial first reported a position in Emcor in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Emcor position peaked at $81K in Q2 2021.
384 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.