HGERS
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Householder Group Estate & Retirement Specialist’s Emcor EME Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$16K Buy
37
+22
+147% +$10.4K 0.01% 308
2024
Q3 		$6K Sell
15
-16
-52% -$6.04K ﹤0.01% 898
2024
Q2 		$11K Buy
+31
New +$11.4K ﹤0.01% 794
2024
Q1 		– Sell
-14
Closed -$3K – 1286
2023
Q4 		$3K Hold
14
– – ﹤0.01% 945
2023
Q3 		$2.94K Buy
+14
New +$2.93K ﹤0.01% 1022
2023
Q1 		$6K Hold
37
– – ﹤0.01% 908
2022
Q4 		$5K Hold
37
– – 0.01% 272
2022
Q3 		$4K Buy
+37
New +$4.23K ﹤0.01% 890

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's EME Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Emcor (EME) stake by 147% in Q4 2024, buying an estimated $10.4K and bringing the position to 37 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #308.

Householder Group Estate & Retirement Specialist first reported a position in EME in Q3 2022 and has held it in 8 quarters since. 890 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 37 shares of Emcor worth $16K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 22 Emcor shares in Q4 2024, an estimated $10.4K.
  • Emcor made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #308 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Emcor in Q3 2022 and has held it in 8 quarters since.
  • 890 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.