MUFG Americas’s Emcor EME Stock Holding History

MUFG Americas’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
2022 Q2	–	Sell	-497	Closed	-$56K	–	751
2022 Q1	$56K	Sell	497 -212	-30%	-$25K	﹤0.01%	522
2021 Q4	$90K	Buy	709 +331	+88%	+$41K	﹤0.01%	470
2021 Q3	$44K	Buy	+378	New	+$45.3K	﹤0.01%	540
2018 Q3	–	Sell	-172	Closed	-$13K	–	765
2018 Q2	$13K	Hold	172	–	–	﹤0.01%	731
2018 Q1	$13K	Sell	172 -51	-23%	-$4.04K	﹤0.01%	731
2017 Q4	$18K	Buy	223 +10	+5%	+$775	﹤0.01%	756
2017 Q3	$15K	Buy	213 +5	+2%	+$331	﹤0.01%	790
2017 Q2	$14K	Hold	208	–	–	﹤0.01%	774
2017 Q1	$13K	Buy	208 +38	+22%	+$2.52K	﹤0.01%	794
2016 Q4	$12K	Buy	170 +13	+8%	+$852	﹤0.01%	804
2016 Q3	$9K	Hold	157	–	–	﹤0.01%	865
2016 Q2	$8K	Buy	157 +92	+142%	+$4.38K	﹤0.01%	905
2016 Q1	$3K	Buy	+65	New	+$2.96K	﹤0.01%	1043
2015 Q4	–	Sell	-42	Closed	-$2K	–	1094
2015 Q3	$2K	Hold	42	–	–	﹤0.01%	1099
2015 Q2	$2K	Buy	+42	New	+$1.96K	﹤0.01%	1077
2013 Q3	–	Sell	-5,200	Closed	-$211K	–	1250
2013 Q2	$211K	Buy	+5,200	New	+$204K	﹤0.01%	877

Other funds holding EME

BlackRock New York $5.72T 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

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

Victory Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management

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