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Gladstone Institutional Advisory’s Emcor EME Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-1,577
Closed -$256K – 650
2023
Q1 		$256K Sell
1,577
-8
-0.5% -$1.23K 0.02% 563
2022
Q4 		$235K Buy
+1,585
New +$225K 0.02% 562

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Gladstone Institutional Advisory's EME Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Emcor (EME) in Q2 2023, closing a stake of 1,577 shares — an estimated $256K sold.

Gladstone Institutional Advisory first reported a position in EME in Q4 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2023. 493 funds tracked by Wall St. Rank hold EME as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,577 Emcor shares in Q2 2023, an estimated $256K.
  • Gladstone Institutional Advisory first reported a position in Emcor in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Emcor position peaked at $256K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.