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Simplicity Solutions’s Emcor EME Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-3,011
Closed -$260K – 762
2019
Q4 		$260K Sell
3,011
-7
-0.2% -$616 0.01% 718
2019
Q3 		$260K Sell
3,018
-60
-2% -$5.11K 0.01% 597
2019
Q2 		$271K Buy
3,078
+298
+11% +$24.2K 0.01% 527
2019
Q1 		$203K Buy
+2,780
New +$189K 0.01% 689

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Simplicity Solutions's EME Position: Q1 2020 in Review

Simplicity Solutions sold out of Emcor (EME) in Q1 2020, closing a stake of 3,011 shares — an estimated $260K sold.

Simplicity Solutions first reported a position in EME in Q1 2019 and held it in 4 quarters. The position peaked at $271K in Q2 2019. 308 funds tracked by Wall St. Rank hold EME as of Q1 2020.

  • Simplicity Solutions reported no remaining Emcor position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 3,011 Emcor shares in Q1 2020, an estimated $260K.
  • Simplicity Solutions first reported a position in Emcor in Q1 2019 and held it in 4 quarters.
  • Simplicity Solutions's Emcor position peaked at $271K in Q2 2019.
  • 308 funds tracked by Wall St. Rank held Emcor as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.