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 New York $5.7T 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

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

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

Fidelity Investments

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

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management

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