KIG
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Kowal Investment Group’s Emcor EME Stock Holding History

Kowal 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
2024
Q3 		$403K Buy
937
+350
+60% +$132K 0.07% 134
2024
Q2 		$214K Buy
+587
New +$217K 0.04% 172
2021
Q4 		– Sell
-35
Closed -$4K – 361
2021
Q3 		$4K Buy
+35
New +$4.19K ﹤0.01% 689

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kowal Investment Group's EME Position: Q3 2024 in Review

Kowal Investment Group increased its Emcor (EME) stake by 60% in Q3 2024, buying an estimated $132K and bringing the position to 937 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #134.

Kowal Investment Group first reported a position in EME in Q3 2021 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • Kowal Investment Group held 937 shares of Emcor worth $403K as of Q3 2024.
  • Kowal Investment Group bought 350 Emcor shares in Q3 2024, an estimated $132K.
  • Emcor made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #134 holding.
  • Kowal Investment Group first reported a position in Emcor in Q3 2021 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.