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Morningstar Investment Management’s Emcor EME Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-742
Closed -$271K – 224
2024
Q2 		$271K Hold
742
– – 0.03% 161
2024
Q1 		$260K Buy
+742
New +$199K 0.03% 167

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morningstar Investment Management's EME Position: Q3 2024 in Review

Morningstar Investment Management sold out of Emcor (EME) in Q3 2024, closing a stake of 742 shares — an estimated $271K sold.

Morningstar Investment Management first reported a position in EME in Q1 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • Morningstar Investment Management reported no remaining Emcor position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 742 Emcor shares in Q3 2024, an estimated $271K.
  • Morningstar Investment Management first reported a position in Emcor in Q1 2024 and held it in 2 quarters.
  • Morningstar Investment Management's Emcor position peaked at $271K in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.