Northwest Investment Counselors’s Emcor EME Stock Holding History

Northwest Investment Counselors’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	$49.1K	Buy	+114	New	+$43K	0.01%	254
2024 Q2	–	Sell	-114	Closed	-$39.9K	–	242
2024 Q1	$39.9K	Buy	+114	New	+$30.6K	0.01%	252
2023 Q4	–	Sell	-114	Closed	-$24K	–	244
2023 Q3	$24K	Hold	114	–	–	0.01%	293
2023 Q2	$21.1K	Hold	114	–	–	0.01%	316
2023 Q1	$18.5K	Hold	114	–	–	0.01%	337
2022 Q4	$16.9K	Hold	114	–	–	﹤0.01%	348
2022 Q3	$13K	Hold	114	–	–	﹤0.01%	339
2022 Q2	$12K	Hold	114	–	–	﹤0.01%	340
2022 Q1	$13K	Hold	114	–	–	﹤0.01%	358
2021 Q4	$15K	Buy	+114	New	+$14.1K	﹤0.01%	329
2021 Q2	–	Sell	-114	Closed	-$13K	–	228
2021 Q1	$13K	Buy	+114	New	+$11.4K	﹤0.01%	338
2020 Q4	–	Sell	-114	Closed	-$8K	–	225
2020 Q3	$8K	Buy	+114	New	+$7.91K	﹤0.01%	346
2019 Q4	–	Sell	-114	Closed	-$10K	–	247
2019 Q3	$10K	Buy	+114	New	+$9.7K	﹤0.01%	347

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northwest Investment Counselors's EME Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Emcor (EME) in Q3 2024: 114 shares worth $49.1K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in EME as recently as Q1 2024.

Northwest Investment Counselors first reported a position in EME in Q3 2019 and has held it in 13 quarters since. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

Northwest Investment Counselors held 114 shares of Emcor worth $49.1K as of Q3 2024.
Emcor was a new Northwest Investment Counselors position in Q3 2024.
Emcor made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #254 holding.
Northwest Investment Counselors first reported a position in Emcor in Q3 2019 and has held it in 13 quarters since.
792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.