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Glassman Wealth Services’s Emcor EME Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-7
Closed -$1.51K – 702
2023
Q4 		$1.51K Buy
7
+1
+17% +$210 ﹤0.01% 1429
2023
Q3 		$1.26K Hold
6
– – ﹤0.01% 1480
2023
Q2 		$1.11K Hold
6
– – ﹤0.01% 1414
2023
Q1 		$976 Hold
6
– – ﹤0.01% 1441
2022
Q4 		$889 Hold
6
– – ﹤0.01% 1453
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1386
2022
Q2 		$1K Buy
+6
New +$641 ﹤0.01% 1395

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Glassman Wealth Services's EME Position: Q1 2024 in Review

Glassman Wealth Services sold out of Emcor (EME) in Q1 2024, closing a stake of 7 shares — an estimated $1.51K sold.

Glassman Wealth Services first reported a position in EME in Q2 2022 and held it in 7 quarters. The position peaked at $1.51K in Q4 2023. 658 funds tracked by Wall St. Rank hold EME as of Q1 2024.

  • Glassman Wealth Services reported no remaining Emcor position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Emcor shares in Q1 2024, an estimated $1.51K.
  • Glassman Wealth Services first reported a position in Emcor in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Emcor position peaked at $1.51K in Q4 2023.
  • 658 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.