Gradient Investments’s Emcor EME Stock Holding History

Gradient Investments’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	-22	Closed	-$4.74K	–	1398
2023 Q4	$4.74K	Hold	22	–	–	﹤0.01%	1010
2023 Q3	$4.63K	Buy	22 +7	+47%	+$1.46K	﹤0.01%	968
2023 Q2	$2.77K	Buy	+15	New	+$2.51K	﹤0.01%	1084

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gradient Investments's EME Position: Q1 2024 in Review

Gradient Investments sold out of Emcor (EME) in Q1 2024, closing a stake of 22 shares — an estimated $4.74K sold.

Gradient Investments first reported a position in EME in Q2 2023 and held it in 3 quarters. The position peaked at $4.74K in Q4 2023. 658 funds tracked by Wall St. Rank hold EME as of Q1 2024.

Gradient Investments reported no remaining Emcor position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 22 Emcor shares in Q1 2024, an estimated $4.74K.
Gradient Investments first reported a position in Emcor in Q2 2023 and held it in 3 quarters.
Gradient Investments's Emcor position peaked at $4.74K in Q4 2023.
658 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.