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SummerHaven Investment Management’s Emcor EME Stock Holding History

SummerHaven 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 		– Sell
-6,954
Closed -$857K – 229
2021
Q2 		$857K Buy
6,954
+170
+3% +$20.7K 0.49% 89
2021
Q1 		$761K Hold
6,784
– – 0.46% 100
2020
Q4 		$620K Buy
+6,784
New +$545K 0.48% 95

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

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

SummerHaven Investment Management sold out of Emcor (EME) in Q3 2021, closing a stake of 6,954 shares — an estimated $857K sold.

SummerHaven Investment Management first reported a position in EME in Q4 2020 and held it in 3 quarters. The position peaked at $857K in Q2 2021. 366 funds tracked by Wall St. Rank hold EME as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Emcor position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 6,954 Emcor shares in Q3 2021, an estimated $857K.
  • SummerHaven Investment Management first reported a position in Emcor in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Emcor position peaked at $857K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Emcor as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.