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KB Financial Partners’s Emcor EME Stock Holding History

KB Financial Partners’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
2023
Q3 		$1.26M Buy
6,000
+16
+0.3% +$3.35K 0.36% 29
2023
Q2 		$1.11M Buy
5,984
+190
+3% +$31.8K 0.3% 35
2023
Q1 		$942K Sell
5,794
-306
-5% -$47.1K 0.28% 31
2022
Q4 		$903K Sell
6,100
-315
-5% -$44.7K 0.31% 35
2022
Q3 		$741K Buy
6,415
+1,087
+20% +$124K 0.26% 41
2022
Q2 		$549K Buy
5,328
+10
+0.2% +$1.07K 0.19% 57
2022
Q1 		$599K Buy
5,318
+805
+18% +$94.8K 0.17% 58
2021
Q4 		$575K Buy
4,513
+1,149
+34% +$142K 0.17% 56
2021
Q3 		$388K Buy
3,364
+669
+25% +$80.2K 0.14% 94
2021
Q2 		$332K Buy
2,695
+1,171
+77% +$143K 0.13% 100
2021
Q1 		$171K Buy
+1,524
New +$153K 0.07% 167

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's EME Position: Q3 2023 in Review

KB Financial Partners increased its Emcor (EME) stake by 0.27% in Q3 2023, buying an estimated $3.35K and bringing the position to 6,000 shares worth $1.26M. The position accounts for 0.36% of the portfolio, ranked #29.

KB Financial Partners first reported a position in EME in Q1 2021 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold EME as of Q3 2023.

  • KB Financial Partners held 6,000 shares of Emcor worth $1.26M as of Q3 2023.
  • KB Financial Partners bought 16 Emcor shares in Q3 2023, an estimated $3.35K.
  • Emcor made up 0.36% of KB Financial Partners's portfolio in Q3 2023, its #29 holding.
  • KB Financial Partners first reported a position in Emcor in Q1 2021 and has held it in 11 quarters since.
  • 526 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.