Lee Ainslie’s Emcor EME Stock Holding History

Lee Ainslie’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 Q2	–	Sell	-3,290	Closed	-$535K	–	450
2023 Q1	$535K	Buy	+3,290	New	+$506K	0.01%	241
2021 Q3	–	Sell	-8,564	Closed	-$1.05M	–	688
2021 Q2	$1.05M	Buy	+8,564	New	+$1.04M	0.01%	287

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Lee Ainslie's EME Position: Q2 2023 in Review

Lee Ainslie sold out of Emcor (EME) in Q2 2023, closing a stake of 3,290 shares — an estimated $535K sold.

Lee Ainslie first reported a position in EME in Q2 2021 and held it in 2 quarters. The position peaked at $1.05M in Q2 2021. 494 funds tracked by Wall St. Rank hold EME as of Q2 2023.

Lee Ainslie reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
Lee Ainslie sold 3,290 Emcor shares in Q2 2023, an estimated $535K.
Lee Ainslie first reported a position in Emcor in Q2 2021 and held it in 2 quarters.
Lee Ainslie's Emcor position peaked at $1.05M in Q2 2021.
494 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.