Westfield Capital Management’s Emcor EME Stock Holding History

Westfield Capital 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
2024 Q2	–	Sell	-3,540	Closed	-$1.24M	–	257
2024 Q1	$1.24M	Hold	3,540	–	–	0.01%	230
2023 Q4	$763K	Hold	3,540	–	–	﹤0.01%	231
2023 Q3	$745K	Hold	3,540	–	–	0.01%	220
2023 Q2	$654K	Hold	3,540	–	–	﹤0.01%	217
2023 Q1	$576K	Hold	3,540	–	–	﹤0.01%	217
2022 Q4	$524K	Buy	+3,540	New	+$502K	﹤0.01%	211

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management's EME Position: Q2 2024 in Review

Westfield Capital Management sold out of Emcor (EME) in Q2 2024, closing a stake of 3,540 shares — an estimated $1.24M sold.

Westfield Capital Management first reported a position in EME in Q4 2022 and held it in 6 quarters. The position peaked at $1.24M in Q1 2024. 748 funds tracked by Wall St. Rank hold EME as of Q2 2024.

Westfield Capital Management reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
Westfield Capital Management sold 3,540 Emcor shares in Q2 2024, an estimated $1.24M.
Westfield Capital Management first reported a position in Emcor in Q4 2022 and held it in 6 quarters.
Westfield Capital Management's Emcor position peaked at $1.24M in Q1 2024.
748 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Westfield Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.