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Okabena Investment Services’s Emcor EME Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-688
Closed -$71K – 173
2022
Q2 		$71K Hold
688
– – 0.04% 117
2022
Q1 		$77K Hold
688
– – 0.03% 121
2021
Q4 		$88K Buy
+688
New +$85.2K 0.03% 132

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Okabena Investment Services's EME Position: Q3 2022 in Review

Okabena Investment Services sold out of Emcor (EME) in Q3 2022, closing a stake of 688 shares — an estimated $71K sold.

Okabena Investment Services first reported a position in EME in Q4 2021 and held it in 3 quarters. The position peaked at $88K in Q4 2021. 383 funds tracked by Wall St. Rank hold EME as of Q3 2022.

  • Okabena Investment Services reported no remaining Emcor position as of Q3 2022 after selling out during the quarter.
  • Okabena Investment Services sold 688 Emcor shares in Q3 2022, an estimated $71K.
  • Okabena Investment Services first reported a position in Emcor in Q4 2021 and held it in 3 quarters.
  • Okabena Investment Services's Emcor position peaked at $88K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on Okabena Investment Services's 13F filing for Q3 2022, filed 14 Nov 2022.