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Sutton Wealth Advisors’s Emcor EME Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-2
Closed -$296 – 1033
2022
Q4 		$296 Hold
2
– – ﹤0.01% 1565
2022
Q3 		$231 Sell
2
-1
-33% -$114 ﹤0.01% 1548
2022
Q2 		$309 Sell
3
-7
-70% -$748 ﹤0.01% 1536
2022
Q1 		$1.13K Buy
10
+4
+67% +$471 ﹤0.01% 1319
2021
Q4 		$764 Buy
+6
New +$743 ﹤0.01% 1402
2016
Q3 		– Sell
-553
Closed -$27.2K – 1051
2016
Q2 		$27.2K Hold
553
– – 0.03% 359
2016
Q1 		$26.9K Buy
+553
New +$25.2K 0.03% 359

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sutton Wealth Advisors's EME Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Emcor (EME) in Q1 2023, closing a stake of 2 shares — an estimated $296 sold.

Sutton Wealth Advisors first reported a position in EME in Q1 2016 and held it in 7 quarters. The position peaked at $27.2K in Q2 2016. 462 funds tracked by Wall St. Rank hold EME as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Emcor position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2 Emcor shares in Q1 2023, an estimated $296.
  • Sutton Wealth Advisors first reported a position in Emcor in Q1 2016 and held it in 7 quarters.
  • Sutton Wealth Advisors's Emcor position peaked at $27.2K in Q2 2016.
  • 462 funds tracked by Wall St. Rank held Emcor as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.