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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial's EME Position: Q1 2024 in Review

Lee Financial sold out of Emcor (EME) in Q1 2024, closing a stake of 18 shares — an estimated $3.88K sold.

Lee Financial first reported a position in EME in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q2 2018. 658 funds tracked by Wall St. Rank hold EME as of Q1 2024.

  • Lee Financial reported no remaining Emcor position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 18 Emcor shares in Q1 2024, an estimated $3.88K.
  • Lee Financial first reported a position in Emcor in Q4 2017 and held it in 10 quarters.
  • Lee Financial's Emcor position peaked at $15K in Q2 2018.
  • 658 funds tracked by Wall St. Rank held Emcor as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.