My Personal CFO LLC’s Emcor EME Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-59	Closed	-$8.74K	–	297
2022 Q4	$8.74K	Buy	+59	New	+$8.37K	0.01%	286

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

My Personal CFO LLC's EME Position: Q1 2023 in Review

My Personal CFO LLC sold out of Emcor (EME) in Q1 2023, closing a stake of 59 shares — an estimated $8.74K sold.

My Personal CFO LLC first reported a position in EME in Q4 2022 and held it in 1 quarter. The position peaked at $8.74K in Q4 2022. 461 funds tracked by Wall St. Rank hold EME as of Q1 2023.

My Personal CFO LLC reported no remaining Emcor position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 59 Emcor shares in Q1 2023, an estimated $8.74K.
My Personal CFO LLC first reported a position in Emcor in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Emcor position peaked at $8.74K in Q4 2022.
461 funds tracked by Wall St. Rank held Emcor as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.