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Standard Family Office’s Emcor EME Stock Holding History

Standard Family Office’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 		– Sell
-2,130
Closed -$262K – 215
2021
Q2 		$262K Buy
2,130
+1,387
+187% +$169K 0.05% 125
2021
Q1 		$83K Hold
743
– – 0.02% 217
2020
Q4 		$68K Buy
+743
New +$59.7K 0.02% 233

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Standard Family Office's EME Position: Q3 2021 in Review

Standard Family Office sold out of Emcor (EME) in Q3 2021, closing a stake of 2,130 shares — an estimated $262K sold.

Standard Family Office first reported a position in EME in Q4 2020 and held it in 3 quarters. The position peaked at $262K in Q2 2021. 366 funds tracked by Wall St. Rank hold EME as of Q3 2021.

  • Standard Family Office reported no remaining Emcor position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 2,130 Emcor shares in Q3 2021, an estimated $262K.
  • Standard Family Office first reported a position in Emcor in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Emcor position peaked at $262K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.