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Planning Capital Management Corporation’s Emcor EME Stock Holding History

Planning Capital Management Corporation’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 		$18.9K Hold
44
– – 0.01% 307
2024
Q2 		$16.1K Sell
44
-18
-29% -$6.64K 0.01% 335
2024
Q1 		$21.7K Hold
62
– – 0.02% 276
2023
Q4 		$13.4K Buy
+62
New +$13K 0.01% 380

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Capital Management Corporation's EME Position: Q3 2024 in Review

Planning Capital Management Corporation held its Emcor (EME) position steady in Q3 2024 at 44 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #307.

Planning Capital Management Corporation first reported a position in EME in Q4 2023 and has held it in 4 quarters since. The position peaked at $21.7K in Q1 2024. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • Planning Capital Management Corporation held 44 shares of Emcor worth $18.9K as of Q3 2024.
  • Planning Capital Management Corporation left its Emcor share count unchanged in Q3 2024.
  • Emcor made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #307 holding.
  • Planning Capital Management Corporation first reported a position in Emcor in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Emcor position peaked at $21.7K in Q1 2024.
  • 792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.