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Northeast Financial Consultants’s Emcor EME Stock Holding History

Northeast Financial Consultants’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
-2,749
Closed -$310K – 353
2022
Q1 		$310K Buy
+2,749
New +$324K 0.02% 294

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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
State Street
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

Northeast Financial Consultants's EME Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Emcor (EME) in Q2 2022, closing a stake of 2,749 shares — an estimated $310K sold.

Northeast Financial Consultants first reported a position in EME in Q1 2022 and held it in 1 quarter. The position peaked at $310K in Q1 2022. 381 funds tracked by Wall St. Rank hold EME as of Q2 2022.

  • Northeast Financial Consultants reported no remaining Emcor position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 2,749 Emcor shares in Q2 2022, an estimated $310K.
  • Northeast Financial Consultants first reported a position in Emcor in Q1 2022 and held it in 1 quarter.
  • Northeast Financial Consultants's Emcor position peaked at $310K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Emcor as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.