Private Vista’s Emcor EME Stock Holding History

Private Vista’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
2020 Q2	$1.24M	Buy	18,813 +2,731	+17%	+$171K	0.6%	36
2020 Q1	$986K	Hold	16,082	–	–	0.37%	47
2019 Q4	$1.39M	Hold	16,082	–	–	0.37%	34
2019 Q3	$1.39M	Hold	16,082	–	–	0.37%	36
2019 Q2	$1.42M	Sell	16,082 -6,372	-28%	-$517K	0.35%	41
2019 Q1	$1.64M	Buy	22,454 +3,468	+18%	+$235K	0.4%	36
2018 Q4	$1.13M	Hold	18,986	–	–	0.26%	46
2018 Q3	$1.43M	Sell	18,986 -3,661	-16%	-$282K	0.29%	44
2018 Q2	$1.73M	Sell	22,647 -133	-0.6%	-$10.3K	0.4%	38
2018 Q1	$1.77M	Buy	+22,780	New	+$1.81M	0.52%	25
2017 Q4	–	Sell	-19,119	Closed	-$1.33M	–	88
2017 Q3	$1.33M	Hold	19,119	–	–	0.29%	40
2017 Q2	$1.25M	Sell	19,119 -160	-0.8%	-$10.3K	0.3%	31
2017 Q1	$1.21M	Buy	+19,279	New	+$1.28M	0.3%	30
2016 Q4	–	Sell	-19,279	Closed	-$1.08M	–	65
2016 Q3	$1.08M	Buy	+19,279	New	+$1.07M	0.27%	32

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's EME Position: Q2 2020 in Review

Private Vista increased its Emcor (EME) stake by 17% in Q2 2020, buying an estimated $171K and bringing the position to 18,813 shares worth $1.24M. The position accounts for 0.6% of the portfolio, ranked #36.

Private Vista first reported a position in EME in Q3 2016 and has held it in 14 quarters since. The position peaked at $1.77M in Q1 2018. 334 funds tracked by Wall St. Rank hold EME as of Q2 2020.

Private Vista held 18,813 shares of Emcor worth $1.24M as of Q2 2020.
Private Vista bought 2,731 Emcor shares in Q2 2020, an estimated $171K.
Emcor made up 0.6% of Private Vista's portfolio in Q2 2020, its #36 holding.
Private Vista first reported a position in Emcor in Q3 2016 and has held it in 14 quarters since.
Private Vista's Emcor position peaked at $1.77M in Q1 2018.
334 funds tracked by Wall St. Rank held Emcor as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.