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Sonora Investment Management’s Emcor EME Stock Holding History

Sonora Investment Management’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
2021
Q3 		$3K Hold
26
– – ﹤0.01% 934
2021
Q2 		$3K Buy
+26
New +$3.17K ﹤0.01% 857
2015
Q4 		– Sell
-394
Closed -$18K – 896
2015
Q3 		$18K Buy
+394
New +$18.4K 0.01% 335

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

Sonora Investment Management's EME Position: Q3 2021 in Review

Sonora Investment Management held its Emcor (EME) position steady in Q3 2021 at 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Sonora Investment Management first reported a position in EME in Q3 2015 and has held it in 3 quarters since. The position peaked at $18K in Q3 2015. 367 funds tracked by Wall St. Rank hold EME as of Q3 2021.

  • Sonora Investment Management held 26 shares of Emcor worth $3K as of Q3 2021.
  • Sonora Investment Management left its Emcor share count unchanged in Q3 2021.
  • Emcor made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #934 holding.
  • Sonora Investment Management first reported a position in Emcor in Q3 2015 and has held it in 3 quarters since.
  • Sonora Investment Management's Emcor position peaked at $18K in Q3 2015.
  • 367 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.