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Schwartz Investment Counsel’s Emcor EME Stock Holding History

Schwartz Investment Counsel’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
2014
Q4 		– Sell
-15,000
Closed -$599K – 175
2014
Q3 		$599K Hold
15,000
– – 0.04% 139
2014
Q2 		$668K Hold
15,000
– – 0.05% 142
2014
Q1 		$702K Hold
15,000
– – 0.05% 147
2013
Q4 		$637K Hold
15,000
– – 0.05% 157
2013
Q3 		$587K Hold
15,000
– – 0.05% 162
2013
Q2 		$610K Buy
+15,000
New +$588K 0.06% 152

Other funds holding EME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return