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Kiwi Wealth Investments Limited Partnership’s Emcor EME Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q3 		– Sell
-8,869
Closed -$1.09M – 247
2021
Q2 		$1.09M Buy
+8,869
New +$1.08M 0.06% 199
2017
Q1 		– Sell
-35,722
Closed -$2.53M – 164
2016
Q4 		$2.53M Buy
+35,722
New +$2.34M 0.22% 95

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EME Position: Q3 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Emcor (EME) in Q3 2021, closing a stake of 8,869 shares — an estimated $1.09M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EME in Q4 2016 and held it in 2 quarters. The position peaked at $2.53M in Q4 2016. 367 funds tracked by Wall St. Rank hold EME as of Q3 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Emcor position as of Q3 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 8,869 Emcor shares in Q3 2021, an estimated $1.09M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Emcor in Q4 2016 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Emcor position peaked at $2.53M in Q4 2016.
  • 367 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2021, filed 16 Nov 2021.