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VisionPoint Advisory Group’s Emcor EME Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-107
Closed -$39.1K – 397
2024
Q2 		$39.1K Buy
107
+35
+49% +$12.9K 0.01% 307
2024
Q1 		$25.2K Sell
72
-3
-4% -$805 0.01% 359
2023
Q4 		$16.2K Sell
75
-25
-25% -$5.25K 0.01% 372
2023
Q3 		$21K Sell
100
-38
-28% -$7.95K 0.01% 369
2023
Q2 		$25.5K Buy
+138
New +$23.1K 0.01% 265

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's EME Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Emcor (EME) in Q3 2024, closing a stake of 107 shares — an estimated $39.1K sold.

VisionPoint Advisory Group first reported a position in EME in Q2 2023 and held it in 5 quarters. The position peaked at $39.1K in Q2 2024. 793 funds tracked by Wall St. Rank hold EME as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Emcor position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 107 Emcor shares in Q3 2024, an estimated $39.1K.
  • VisionPoint Advisory Group first reported a position in Emcor in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Emcor position peaked at $39.1K in Q2 2024.
  • 793 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.