Symmetry Investments’s Emcor EME Stock Holding History

Symmetry Investments’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
2024 Q2	–	Sell	-15,986	Closed	-$5.6M	–	198
2024 Q1	$5.6M	Buy	+15,986	New	+$4.29M	0.33%	44
2023 Q3	–	Sell	-2,000	Closed	-$370K	–	167
2023 Q2	$370K	Buy	+2,000	New	+$335K	0.06%	134

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Symmetry Investments's EME Position: Q2 2024 in Review

Symmetry Investments sold out of Emcor (EME) in Q2 2024, closing a stake of 15,986 shares — an estimated $5.6M sold.

Symmetry Investments first reported a position in EME in Q2 2023 and held it in 2 quarters. The position peaked at $5.6M in Q1 2024. 746 funds tracked by Wall St. Rank hold EME as of Q2 2024.

Symmetry Investments reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
Symmetry Investments sold 15,986 Emcor shares in Q2 2024, an estimated $5.6M.
Symmetry Investments first reported a position in Emcor in Q2 2023 and held it in 2 quarters.
Symmetry Investments's Emcor position peaked at $5.6M in Q1 2024.
746 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.