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GYL Financial Synergies’s Emcor EME Stock Holding History

GYL Financial Synergies’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
Q3 		$1.92M Buy
4,466
+3,187
+249% +$1.2M 0.14% 137
2024
Q2 		$467K Sell
1,279
-33
-3% -$12.2K 0.04% 243
2024
Q1 		$459K Buy
1,312
+29
+2% +$7.79K 0.04% 251
2023
Q4 		$276K Buy
1,283
+101
+9% +$21.2K 0.02% 297
2023
Q3 		$249K Buy
1,182
+2
+0.2% +$418 0.02% 295
2023
Q2 		$218K Buy
+1,180
New +$197K 0.02% 325

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GYL Financial Synergies's EME Position: Q3 2024 in Review

GYL Financial Synergies increased its Emcor (EME) stake by 249% in Q3 2024, buying an estimated $1.2M and bringing the position to 4,466 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #137.

GYL Financial Synergies first reported a position in EME in Q2 2023 and has held it in 6 quarters since. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • GYL Financial Synergies held 4,466 shares of Emcor worth $1.92M as of Q3 2024.
  • GYL Financial Synergies bought 3,187 Emcor shares in Q3 2024, an estimated $1.2M.
  • Emcor made up 0.14% of GYL Financial Synergies's portfolio in Q3 2024, its #137 holding.
  • GYL Financial Synergies first reported a position in Emcor in Q2 2023 and has held it in 6 quarters since.
  • 792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.