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Widmann Financial Services’s Emcor EME Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-77
Closed -$9K – 190
2021
Q4 		$9K Buy
+77
New +$9.53K 0.01% 309

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Widmann Financial Services's EME Position: Q1 2022 in Review

Widmann Financial Services sold out of Emcor (EME) in Q1 2022, closing a stake of 77 shares — an estimated $9K sold.

Widmann Financial Services first reported a position in EME in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 394 funds tracked by Wall St. Rank hold EME as of Q1 2022.

  • Widmann Financial Services reported no remaining Emcor position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 77 Emcor shares in Q1 2022, an estimated $9K.
  • Widmann Financial Services first reported a position in Emcor in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Emcor position peaked at $9K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Emcor as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.