SCA
EME icon

Stonebridge Capital Advisors’s Emcor EME Stock Holding History

Stonebridge Capital Advisors’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
2022
Q4 		– Sell
-11
Closed -$1K – 1016
2022
Q3 		$1K Buy
+11
New +$1.26K ﹤0.01% 884

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonebridge Capital Advisors's EME Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Emcor (EME) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in EME in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining Emcor position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 11 Emcor shares in Q4 2022, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in Emcor in Q3 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Emcor position peaked at $1K in Q3 2022.
  • 463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.