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Schubert & Co’s Emcor EME Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-50
Closed -$8.13K – 496
2023
Q1 		$8.13K Sell
50
-2
-4% -$308 0.01% 270
2022
Q4 		$7.7K Buy
52
+9
+21% +$1.28K 0.01% 274
2022
Q3 		$5K Buy
43
+12
+39% +$1.37K ﹤0.01% 387
2022
Q2 		$3K Buy
31
+18
+138% +$1.92K ﹤0.01% 569
2022
Q1 		$1K Hold
13
– – ﹤0.01% 663
2021
Q4 		$2K Buy
+13
New +$1.61K ﹤0.01% 349

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Schubert & Co's EME Position: Q2 2023 in Review

Schubert & Co sold out of Emcor (EME) in Q2 2023, closing a stake of 50 shares — an estimated $8.13K sold.

Schubert & Co first reported a position in EME in Q4 2021 and held it in 6 quarters. The position peaked at $8.13K in Q1 2023. 492 funds tracked by Wall St. Rank hold EME as of Q2 2023.

  • Schubert & Co reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 50 Emcor shares in Q2 2023, an estimated $8.13K.
  • Schubert & Co first reported a position in Emcor in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Emcor position peaked at $8.13K in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.