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Laurel Wealth Advisors (California)’s Emcor EME Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$1M Sell
6,785
-606
-8% -$86K 0.1% 212
2022
Q3 		$854K Buy
7,391
+93
+1% +$10.6K 0.09% 237
2022
Q2 		$751K Sell
7,298
-2,027
-22% -$217K 0.08% 263
2022
Q1 		$1.05M Hold
9,325
– – 0.09% 238
2021
Q4 		$1.19M Buy
+9,325
New +$1.15M 0.09% 223

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EME Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Emcor (EME) stake by 8.2% in Q4 2022, selling an estimated $86K and leaving 6,785 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #212.

Laurel Wealth Advisors (California) first reported a position in EME in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2021. 463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,785 shares of Emcor worth $1M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 606 Emcor shares in Q4 2022, an estimated $86K.
  • Emcor made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #212 holding.
  • Laurel Wealth Advisors (California) first reported a position in Emcor in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Emcor position peaked at $1.19M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.