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Meadow Creek Wealth Advisors’s Emcor EME Stock Holding History

Meadow Creek Wealth Advisors’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
Q4 		– Sell
-537
Closed -$231K – 139
2024
Q3 		$231K Buy
+537
New +$203K 0.18% 122
2024
Q2 		– Sell
-644
Closed -$226K – 126
2024
Q1 		$226K Buy
+644
New +$173K 0.16% 123

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meadow Creek Wealth Advisors's EME Position: Q4 2024 in Review

Meadow Creek Wealth Advisors sold out of Emcor (EME) in Q4 2024, closing a stake of 537 shares — an estimated $231K sold.

Meadow Creek Wealth Advisors first reported a position in EME in Q1 2024 and held it in 2 quarters. The position peaked at $231K in Q3 2024. 889 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • Meadow Creek Wealth Advisors reported no remaining Emcor position as of Q4 2024 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 537 Emcor shares in Q4 2024, an estimated $231K.
  • Meadow Creek Wealth Advisors first reported a position in Emcor in Q1 2024 and held it in 2 quarters.
  • Meadow Creek Wealth Advisors's Emcor position peaked at $231K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.