Howe & Rusling’s Emcor EME Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-46	Closed	-$5K	–	542
2022 Q3	$5K	Hold	46	–	–	﹤0.01%	656
2022 Q2	$5K	Buy	+46	New	+$4.92K	﹤0.01%	643
2020 Q4	–	Sell	-44	Closed	-$3K	–	951
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	641
2020 Q2	$3K	Buy	+44	New	+$2.76K	﹤0.01%	605
2017 Q1	–	Sell	-233	Closed	-$16K	–	1007
2016 Q4	$16K	Hold	233	–	–	﹤0.01%	400
2016 Q3	$14K	Buy	233 +134	+135%	+$7.41K	﹤0.01%	432
2016 Q2	$5K	Sell	99 -14	-12%	-$667	﹤0.01%	625
2016 Q1	$5K	Hold	113	–	–	﹤0.01%	659
2015 Q4	$5K	Hold	113	–	–	﹤0.01%	623
2015 Q3	$5K	Hold	113	–	–	﹤0.01%	631
2015 Q2	$5K	Buy	+113	New	+$5.26K	﹤0.01%	635

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Howe & Rusling's EME Position: Q4 2022 in Review

Howe & Rusling sold out of Emcor (EME) in Q4 2022, closing a stake of 46 shares — an estimated $5K sold.

Howe & Rusling first reported a position in EME in Q2 2015 and held it in 11 quarters. The position peaked at $16K in Q4 2016. 463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

Howe & Rusling reported no remaining Emcor position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 46 Emcor shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in Emcor in Q2 2015 and held it in 11 quarters.
Howe & Rusling's Emcor position peaked at $16K in Q4 2016.
463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.