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Raymond James Financial Services Advisors’s Emcor EME Stock Holding History

Raymond James Financial Services Advisors’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 		$4.03M Sell
9,353
-17,773
-66% -$6.71M 0.01% 1348
2024
Q2 		$9.9M Buy
27,126
+18,514
+215% +$6.83M 0.01% 842
2024
Q1 		$3.02M Sell
8,612
-1,206
-12% -$324K ﹤0.01% 1425
2023
Q4 		$2.12M Buy
9,818
+3,143
+47% +$660K ﹤0.01% 1536
2023
Q3 		$1.4M Sell
6,675
-9,528
-59% -$1.99M ﹤0.01% 1719
2023
Q2 		$2.99M Buy
16,203
+11,038
+214% +$1.85M 0.01% 1294
2023
Q1 		$840K Buy
5,165
+2,540
+97% +$391K ﹤0.01% 2016
2022
Q4 		$389K Buy
2,625
+719
+38% +$102K ﹤0.01% 2408
2022
Q3 		$220K Buy
+1,906
New +$218K ﹤0.01% 2790
2022
Q1 		– Sell
-1,796
Closed -$229K – 3359
2021
Q4 		$229K Buy
+1,796
New +$222K ﹤0.01% 2893
2019
Q1 		– Sell
-5,432
Closed -$324K – 2824
2018
Q4 		$324K Sell
5,432
-1,551
-22% -$107K ﹤0.01% 1948
2018
Q3 		$524K Buy
6,983
+2,551
+58% +$197K ﹤0.01% 1871
2018
Q2 		$338K Buy
+4,432
New +$344K ﹤0.01% 2156

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 $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 $3.37T AUM 44.26% 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

Raymond James Financial Services Advisors's EME Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Emcor (EME) stake by 66% in Q3 2024, selling an estimated $6.71M and leaving 9,353 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #1348.

Raymond James Financial Services Advisors first reported a position in EME in Q2 2018 and has held it in 13 quarters since. The position peaked at $9.9M in Q2 2024. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • Raymond James Financial Services Advisors held 9,353 shares of Emcor worth $4.03M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 17,773 Emcor shares in Q3 2024, an estimated $6.71M.
  • Emcor made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1348 holding.
  • Raymond James Financial Services Advisors first reported a position in Emcor in Q2 2018 and has held it in 13 quarters since.
  • Raymond James Financial Services Advisors's Emcor position peaked at $9.9M in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.