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Sageworth Trust Company of South Dakota’s Emcor EME Stock Holding History

Sageworth Trust Company of South Dakota’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
-31
Closed -$3K – 359
2022
Q2 		$3K Sell
31
-117
-79% -$12.5K 0.01% 291
2022
Q1 		$17K Sell
148
-25
-14% -$2.94K 0.03% 128
2021
Q4 		$22K Buy
+173
New +$21.4K 0.03% 212

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
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 $1.9T AUM 41.92% 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 $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust Company of South Dakota's EME Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Emcor (EME) in Q3 2022, closing a stake of 31 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in EME in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 384 funds tracked by Wall St. Rank hold EME as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Emcor position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 31 Emcor shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in Emcor in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Emcor position peaked at $22K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.