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Trillium Asset Management’s Emcor EME Stock Holding History

Trillium Asset 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
2022
Q4 		– Sell
-2,100
Closed -$243K – 240
2022
Q3 		$243K Buy
+2,100
New +$240K 0.01% 216

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

Trillium Asset Management's EME Position: Q4 2022 in Review

Trillium Asset Management sold out of Emcor (EME) in Q4 2022, closing a stake of 2,100 shares — an estimated $243K sold.

Trillium Asset Management first reported a position in EME in Q3 2022 and held it in 1 quarter. The position peaked at $243K in Q3 2022. 463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

  • Trillium Asset Management reported no remaining Emcor position as of Q4 2022 after selling out during the quarter.
  • Trillium Asset Management sold 2,100 Emcor shares in Q4 2022, an estimated $243K.
  • Trillium Asset Management first reported a position in Emcor in Q3 2022 and held it in 1 quarter.
  • Trillium Asset Management's Emcor position peaked at $243K in Q3 2022.
  • 463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on Trillium Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.