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Laffer Tengler Investments’s Emcor EME Stock Holding History

Laffer Tengler Investments’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
2023
Q3 		– Sell
-3,048
Closed -$563K – 342
2023
Q2 		$563K Buy
3,048
+7
+0.2% +$1.17K 0.15% 130
2023
Q1 		$494K Buy
3,041
+16
+0.5% +$2.46K 0.13% 139
2022
Q4 		$448K Buy
+3,025
New +$429K 0.13% 146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laffer Tengler Investments's EME Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Emcor (EME) in Q3 2023, closing a stake of 3,048 shares — an estimated $563K sold.

Laffer Tengler Investments first reported a position in EME in Q4 2022 and held it in 3 quarters. The position peaked at $563K in Q2 2023. 526 funds tracked by Wall St. Rank hold EME as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Emcor position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,048 Emcor shares in Q3 2023, an estimated $563K.
  • Laffer Tengler Investments first reported a position in Emcor in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Emcor position peaked at $563K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.