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Kore Private Wealth’s Emcor EME Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-145
Closed -$9K – 503
2020
Q2 		$9K Buy
145
+41
+39% +$2.57K ﹤0.01% 805
2020
Q1 		$6K Hold
104
– – ﹤0.01% 768
2019
Q4 		$9K Buy
+104
New +$9.15K ﹤0.01% 760
2019
Q2 		– Sell
-104
Closed -$8K – 401
2019
Q1 		$8K Buy
+104
New +$7.06K ﹤0.01% 662

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 $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kore Private Wealth's EME Position: Q3 2020 in Review

Kore Private Wealth sold out of Emcor (EME) in Q3 2020, closing a stake of 145 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in EME in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 330 funds tracked by Wall St. Rank hold EME as of Q3 2020.

  • Kore Private Wealth reported no remaining Emcor position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 145 Emcor shares in Q3 2020, an estimated $9K.
  • Kore Private Wealth first reported a position in Emcor in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Emcor position peaked at $9K in Q2 2020.
  • 330 funds tracked by Wall St. Rank held Emcor as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.