Veritable’s Emcor EME Stock Holding History

Veritable’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 Q3	–	Sell	-1,529	Closed	-$283K	–	252
2023 Q2	$283K	Sell	1,529 -70	-4%	-$11.7K	﹤0.01%	724
2023 Q1	$260K	Buy	1,599 +30	+2%	+$4.61K	﹤0.01%	728
2022 Q4	$232K	Buy	+1,569	New	+$223K	﹤0.01%	750

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Veritable's EME Position: Q3 2023 in Review

Veritable sold out of Emcor (EME) in Q3 2023, closing a stake of 1,529 shares — an estimated $283K sold.

Veritable first reported a position in EME in Q4 2022 and held it in 3 quarters. The position peaked at $283K in Q2 2023. 527 funds tracked by Wall St. Rank hold EME as of Q3 2023.

Veritable reported no remaining Emcor position as of Q3 2023 after selling out during the quarter.
Veritable sold 1,529 Emcor shares in Q3 2023, an estimated $283K.
Veritable first reported a position in Emcor in Q4 2022 and held it in 3 quarters.
Veritable's Emcor position peaked at $283K in Q2 2023.
527 funds tracked by Wall St. Rank held Emcor as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.