Sageworth Trust’s Emcor EME Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-53	Closed	-$7K	–	482
2021 Q4	$7K	Sell	53 -177	-77%	-$21.9K	﹤0.01%	323
2021 Q3	$27K	Hold	230	–	–	﹤0.01%	299
2021 Q2	$28K	Buy	+230	New	+$28.1K	﹤0.01%	326

Other funds holding EME

BlackRock New York $5.72T 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 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

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

Sageworth Trust's EME Position: Q1 2022 in Review

Sageworth Trust sold out of Emcor (EME) in Q1 2022, closing a stake of 53 shares — an estimated $7K sold.

Sageworth Trust first reported a position in EME in Q2 2021 and held it in 3 quarters. The position peaked at $28K in Q2 2021. 394 funds tracked by Wall St. Rank hold EME as of Q1 2022.

Sageworth Trust reported no remaining Emcor position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 53 Emcor shares in Q1 2022, an estimated $7K.
Sageworth Trust first reported a position in Emcor in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Emcor position peaked at $28K in Q2 2021.
394 funds tracked by Wall St. Rank held Emcor as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.