Lee Financial’s Emcor EME Stock Holding History

Lee Financial’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 Q1	–	Sell	-18	Closed	-$3.88K	–	364
2023 Q4	$3.88K	Hold	18	–	–	﹤0.01%	597
2023 Q3	$3.79K	Hold	18	–	–	﹤0.01%	560
2023 Q2	$3.33K	Hold	18	–	–	﹤0.01%	565
2023 Q1	$2.93K	Hold	18	–	–	﹤0.01%	598
2022 Q4	$2.67K	Hold	18	–	–	﹤0.01%	640
2022 Q3	$2K	Buy	+18	New	+$2.06K	﹤0.01%	669
2018 Q4	–	Sell	-93	Closed	-$7K	–	450
2018 Q3	$7K	Sell	93 -101	-52%	-$7.79K	﹤0.01%	377
2018 Q2	$15K	Hold	194	–	–	﹤0.01%	400
2018 Q1	$15K	Buy	194 +101	+109%	+$8.01K	﹤0.01%	396
2017 Q4	$8K	Buy	+93	New	+$7.2K	﹤0.01%	369

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM