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Oliver Lagore Vanvalin Investment Group’s Emcor EME Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-11
Closed -$2.31K – 798
2023
Q3 		$2.31K Buy
+11
New +$2.3K ﹤0.01% 673
2023
Q2 		– Sell
-38
Closed -$6.18K – 796
2023
Q1 		$6.18K Hold
38
– – ﹤0.01% 457
2022
Q4 		$5.63K Hold
38
– – ﹤0.01% 448
2022
Q3 		$4K Buy
+38
New +$4.34K ﹤0.01% 450

Other funds holding EME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EME Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Emcor (EME) in Q4 2023, closing a stake of 11 shares — an estimated $2.31K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EME in Q3 2022 and held it in 4 quarters. The position peaked at $6.18K in Q1 2023. 565 funds tracked by Wall St. Rank hold EME as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Emcor position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 11 Emcor shares in Q4 2023, an estimated $2.31K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Emcor in Q3 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Emcor position peaked at $6.18K in Q1 2023.
  • 565 funds tracked by Wall St. Rank held Emcor as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.