WMS Partners’s Emcor EME Stock Holding History

WMS Partners’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	-690	Closed	-$252K	–	305
2024 Q2	$252K	Sell	690 -34	-5%	-$12.5K	0.02%	229
2024 Q1	$254K	Buy	+724	New	+$194K	0.02%	236

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

WMS Partners's EME Position: Q3 2024 in Review

WMS Partners sold out of Emcor (EME) in Q3 2024, closing a stake of 690 shares — an estimated $252K sold.

WMS Partners first reported a position in EME in Q1 2024 and held it in 2 quarters. The position peaked at $254K in Q1 2024. 792 funds tracked by Wall St. Rank hold EME as of Q3 2024.

WMS Partners reported no remaining Emcor position as of Q3 2024 after selling out during the quarter.
WMS Partners sold 690 Emcor shares in Q3 2024, an estimated $252K.
WMS Partners first reported a position in Emcor in Q1 2024 and held it in 2 quarters.
WMS Partners's Emcor position peaked at $254K in Q1 2024.
792 funds tracked by Wall St. Rank held Emcor as of Q3 2024.

Based on WMS Partners's 13F filing for Q3 2024, filed 13 Nov 2024.