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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 $29.7B AUM 43.33% 1-Year Est. Return