KWM
EME icon

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
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM