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Saddle Road Partners’s Emcor EME Stock Holding History

Saddle Road Partners’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
2016
Q4 		$1.17M Buy
16,564
+4,832
+41% +$317K 0.6% 39
2016
Q3 		$699K Hold
11,732
– – 0.4% 56
2016
Q2 		$578K Hold
11,732
– – 0.35% 64
2016
Q1 		$570K Buy
11,732
+922
+9% +$42.1K 0.36% 74
2015
Q4 		$519K Buy
+10,810
New +$519K 0.36% 79

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Saddle Road Partners's EME Position: Q4 2016 in Review

Saddle Road Partners increased its Emcor (EME) stake by 41% in Q4 2016, buying an estimated $317K and bringing the position to 16,564 shares worth $1.17M. The position accounts for 0.6% of the portfolio, ranked #39.

Saddle Road Partners first reported a position in EME in Q4 2015 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold EME as of Q4 2016.

  • Saddle Road Partners held 16,564 shares of Emcor worth $1.17M as of Q4 2016.
  • Saddle Road Partners bought 4,832 Emcor shares in Q4 2016, an estimated $317K.
  • Emcor made up 0.6% of Saddle Road Partners's portfolio in Q4 2016, its #39 holding.
  • Saddle Road Partners first reported a position in Emcor in Q4 2015 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held Emcor as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.