KIG
EME icon

Kessler Investment Group’s Emcor EME Stock Holding History

Kessler Investment Group’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 		– Sell
-703
Closed -$130K – 166
2023
Q2 		$130K Buy
703
+257
+58% +$43K 0.09% 69
2023
Q1 		$72.5K Hold
446
– – 0.05% 96
2022
Q4 		$66K Buy
+446
New +$63.3K 0.07% 81

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

Kessler Investment Group's EME Position: Q3 2023 in Review

Kessler Investment Group sold out of Emcor (EME) in Q3 2023, closing a stake of 703 shares — an estimated $130K sold.

Kessler Investment Group first reported a position in EME in Q4 2022 and held it in 3 quarters. The position peaked at $130K in Q2 2023. 526 funds tracked by Wall St. Rank hold EME as of Q3 2023.

  • Kessler Investment Group reported no remaining Emcor position as of Q3 2023 after selling out during the quarter.
  • Kessler Investment Group sold 703 Emcor shares in Q3 2023, an estimated $130K.
  • Kessler Investment Group first reported a position in Emcor in Q4 2022 and held it in 3 quarters.
  • Kessler Investment Group's Emcor position peaked at $130K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.