HGWM
EME icon

Harvest Group Wealth Management’s Emcor EME Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-7
Closed -$1K – 225
2020
Q4 		$1K Hold
7
– – ﹤0.01% 454
2020
Q3 		$0 Hold
7
– – ﹤0.01% 647
2020
Q2 		$0 Hold
7
– – ﹤0.01% 574
2020
Q1 		$0 Buy
+7
New +$540 ﹤0.01% 629

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's EME Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Emcor (EME) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in EME in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 362 funds tracked by Wall St. Rank hold EME as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Emcor position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Emcor shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Emcor in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Emcor position peaked at $1K in Q4 2020.
  • 362 funds tracked by Wall St. Rank held Emcor as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.