Valley Wealth Managers’s Emcor EME Stock Holding History

Valley Wealth Managers’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	-72	Closed	-$10.7K	–	393
2022 Q4	$10.7K	Sell	72 -343	-83%	-$48.7K	﹤0.01%	293
2022 Q3	$48K	Sell	415 -153,072	-100%	-$17.5M	﹤0.01%	244
2022 Q2	$15.8M	Sell	153,487 -556	-0.4%	-$59.4K	1.48%	31
2022 Q1	$17.4M	Buy	154,043 +1,393	+0.9%	+$164K	1.45%	32
2021 Q4	$19.4M	Sell	152,650 -2,900	-2%	-$359K	1.56%	29
2021 Q3	$17.9M	Sell	155,550 -2,881	-2%	-$345K	1.57%	29
2021 Q2	$19.5M	Sell	158,431 -9,957	-6%	-$1.21M	1.65%	27
2021 Q1	$18.9M	Sell	168,388 -1,595	-0.9%	-$160K	1.7%	27
2020 Q4	$15.5M	Buy	+169,983	New	+$13.7M	1.52%	35

Other funds holding EME

BlackRock New York $5.7T 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