Kolinsky Wealth Management’s Emcor EME Stock Holding History

Kolinsky Wealth 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 Q4	$528K	Sell	1,164 -1,653	-59%	-$782K	0.32%	61
2024 Q3	$1.21M	Buy	2,817 +3	+0.1%	+$1.13K	0.79%	19
2024 Q2	$1.03M	Hold	2,814	–	–	0.74%	20
2024 Q1	$985K	Sell	2,814 -358	-11%	-$96.1K	0.75%	23
2023 Q4	$683K	Sell	3,172 -95	-3%	-$19.9K	0.6%	28
2023 Q3	$687K	Buy	3,267 +36	+1%	+$7.53K	0.68%	27
2023 Q2	$593K	Buy	3,231 +205	+7%	+$34.3K	0.56%	29
2023 Q1	$492K	Buy	3,026 +8	+0.3%	+$1.23K	0.52%	40
2022 Q4	$447K	Buy	3,018 +33	+1%	+$4.68K	0.51%	43
2022 Q3	$345K	Buy	2,985 +7	+0.2%	+$800	0.43%	52
2022 Q2	$307K	Hold	2,978	–	–	0.36%	63
2022 Q1	$335K	Sell	2,978 -489	-14%	-$57.6K	0.33%	68
2021 Q4	$442K	Buy	+3,467	New	+$429K	0.41%	46

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's EME Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Emcor (EME) stake by 59% in Q4 2024, selling an estimated $782K and leaving 1,164 shares worth $528K. The position accounts for 0.32% of the portfolio, ranked #61.

Kolinsky Wealth Management first reported a position in EME in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 890 funds tracked by Wall St. Rank hold EME as of Q4 2024.

Kolinsky Wealth Management held 1,164 shares of Emcor worth $528K as of Q4 2024.
Kolinsky Wealth Management sold 1,653 Emcor shares in Q4 2024, an estimated $782K.
Emcor made up 0.32% of Kolinsky Wealth Management's portfolio in Q4 2024, its #61 holding.
Kolinsky Wealth Management first reported a position in Emcor in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Emcor position peaked at $1.21M in Q3 2024.
890 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.