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Palo Capital’s Emcor EME Stock Holding History

Palo Capital’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
2018
Q4 		$2.8M Sell
46,852
-849
-2% -$58.8K 1.19% 27
2018
Q3 		$3.58M Sell
47,701
-317
-0.7% -$24.4K 1.29% 26
2018
Q2 		$3.66M Sell
48,018
-45
-0.1% -$3.49K 1.33% 25
2018
Q1 		$3.75M Buy
48,063
+2,909
+6% +$231K 1.36% 21
2017
Q4 		$3.69M Buy
45,154
+4,714
+12% +$365K 1.65% 17
2017
Q3 		$2.81M Buy
40,440
+1,733
+4% +$115K 1.48% 21
2017
Q2 		$2.53M Buy
38,707
+8,294
+27% +$534K 1.43% 22
2017
Q1 		$1.91M Buy
30,413
+1,477
+5% +$98K 1.13% 30
2016
Q4 		$2.05M Buy
28,936
+563
+2% +$36.9K 1.29% 25
2016
Q3 		$1.69M Sell
28,373
-25,969
-48% -$1.44M 1.17% 28
2016
Q2 		$2.68M Buy
54,342
+28,172
+108% +$1.34M 0.92% 42
2016
Q1 		$1.27M Buy
+26,170
New +$1.19M 1% 37

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palo Capital's EME Position: Q4 2018 in Review

Palo Capital reduced its Emcor (EME) stake by 1.8% in Q4 2018, selling an estimated $58.8K and leaving 46,852 shares worth $2.8M. The position accounts for 1.19% of the portfolio, ranked #27.

Palo Capital first reported a position in EME in Q1 2016 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2018. 324 funds tracked by Wall St. Rank hold EME as of Q4 2018.

  • Palo Capital held 46,852 shares of Emcor worth $2.8M as of Q4 2018.
  • Palo Capital sold 849 Emcor shares in Q4 2018, an estimated $58.8K.
  • Emcor made up 1.19% of Palo Capital's portfolio in Q4 2018, its #27 holding.
  • Palo Capital first reported a position in Emcor in Q1 2016 and has held it in 12 quarters since.
  • Palo Capital's Emcor position peaked at $3.75M in Q1 2018.
  • 324 funds tracked by Wall St. Rank held Emcor as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.