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Institutional & Family Asset Management’s Emcor EME Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$5.48K Hold
15
– – ﹤0.01% 485
2024
Q1 		$5.25K Buy
+15
New +$4.03K ﹤0.01% 486
2020
Q2 		– Sell
-30
Closed -$2K – 856
2020
Q1 		$2K Buy
30
+3
+11% +$231 ﹤0.01% 639
2019
Q4 		$2K Buy
27
+8
+42% +$704 ﹤0.01% 729
2019
Q3 		$2K Buy
+19
New +$1.62K ﹤0.01% 689

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Institutional & Family Asset Management's EME Position: Q2 2024 in Review

Institutional & Family Asset Management held its Emcor (EME) position steady in Q2 2024 at 15 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Institutional & Family Asset Management first reported a position in EME in Q3 2019 and has held it in 5 quarters since. 746 funds tracked by Wall St. Rank hold EME as of Q2 2024.

  • Institutional & Family Asset Management held 15 shares of Emcor worth $5.48K as of Q2 2024.
  • Institutional & Family Asset Management left its Emcor share count unchanged in Q2 2024.
  • Emcor made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #485 holding.
  • Institutional & Family Asset Management first reported a position in Emcor in Q3 2019 and has held it in 5 quarters since.
  • 746 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.