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Steward Financial Group’s Emcor EME Stock Holding History

Steward Financial Group’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
Q3 		$10K Buy
+50
New +$10.5K ﹤0.01% 376
2023
Q2 		– Sell
-54
Closed -$8K – 615
2023
Q1 		$8K Buy
54
+35
+184% +$5.38K ﹤0.01% 225
2022
Q4 		$2K Buy
+19
New +$2.7K ﹤0.01% 317
2022
Q3 		– Sell
-7
Closed – – 459
2022
Q2 		$0 Buy
+7
New +$748 ﹤0.01% 1080

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's EME Position: Q3 2023 in Review

Steward Financial Group opened a new position in Emcor (EME) in Q3 2023: 50 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EME as recently as Q1 2023.

Steward Financial Group first reported a position in EME in Q2 2022 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold EME as of Q3 2023.

  • Steward Financial Group held 50 shares of Emcor worth $10K as of Q3 2023.
  • Emcor was a new Steward Financial Group position in Q3 2023.
  • Emcor made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #376 holding.
  • Steward Financial Group first reported a position in Emcor in Q2 2022 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.