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Retirement Group’s Emcor EME Stock Holding History

Retirement 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
2022
Q3 		– Sell
-11
Closed -$1K – 570
2022
Q2 		$1K Hold
11
– – ﹤0.01% 674
2022
Q1 		$1K Hold
11
– – ﹤0.01% 673
2021
Q4 		$1K Hold
11
– – ﹤0.01% 652
2021
Q3 		$1K Hold
11
– – ﹤0.01% 566
2021
Q2 		$1K Hold
11
– – ﹤0.01% 605
2021
Q1 		$1K Hold
11
– – ﹤0.01% 671
2020
Q4 		$1K Hold
11
– – ﹤0.01% 604
2020
Q3 		$1K Hold
11
– – ﹤0.01% 599
2020
Q2 		$1K Buy
+11
New +$689 ﹤0.01% 583
2019
Q4 		$1K Buy
+11
New +$968 ﹤0.01% 585

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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Group's EME Position: Q3 2022 in Review

Retirement Group sold out of Emcor (EME) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Retirement Group first reported a position in EME in Q4 2019 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 383 funds tracked by Wall St. Rank hold EME as of Q3 2022.

  • Retirement Group reported no remaining Emcor position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 11 Emcor shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Emcor in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Emcor position peaked at $1K in Q2 2022.
  • 383 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.