Marshall Wace North America’s Emcor EME Stock Holding History

Marshall Wace North America’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
2020 Q4	–	Sell	-6,635	Closed	-$450K	–	1374
2020 Q3	$450K	Buy	+6,635	New	+$460K	﹤0.01%	987
2020 Q2	–	Sell	-53,411	Closed	-$3.28M	–	1235
2020 Q1	$3.28M	Buy	+53,411	New	+$4.12M	0.02%	393
2019 Q1	–	Sell	-1,182	Closed	-$71K	–	1648
2018 Q4	$71K	Buy	+1,182	New	+$81.9K	﹤0.01%	1154
2018 Q2	–	Sell	-345,936	Closed	-$27M	–	1465
2018 Q1	$27M	Sell	345,936 -57,353	-14%	-$4.55M	0.14%	174
2017 Q4	$33M	Buy	403,289 +104,411	+35%	+$8.09M	0.18%	130
2017 Q3	$20.6M	Buy	298,878 +101,253	+51%	+$6.7M	0.13%	213
2017 Q2	$12.8M	Buy	197,625 +94,173	+91%	+$6.06M	0.09%	265
2017 Q1	$6.52M	Buy	+103,452	New	+$6.86M	0.05%	337
2013 Q4	–	Sell	-53,929	Closed	-$2.11M	–	732
2013 Q3	$2.11M	Buy	53,929 +34,790	+182%	+$1.41M	0.06%	258
2013 Q2	$778K	Buy	+19,139	New	+$750K	0.06%	251

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return