Wipfli Financial Advisors’s Emcor EME Stock Holding History

Wipfli Financial Advisors’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 Q3	$81K	Buy	+705	New	+$80.5K	0.01%	828

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

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

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

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

Wipfli Financial Advisors's EME Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Emcor (EME) in Q3 2022: 705 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

383 funds tracked by Wall St. Rank hold EME as of Q3 2022.

Wipfli Financial Advisors held 705 shares of Emcor worth $81K as of Q3 2022.
Emcor was a new Wipfli Financial Advisors position in Q3 2022.
Emcor made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #828 holding.
383 funds tracked by Wall St. Rank held Emcor as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.