WR Wealth Planners’s Emcor EME Stock Holding History

WR Wealth Planners’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 Q4	$31.8K	Buy	70 +3	+4%	+$1.42K	0.01%	381
2024 Q3	$28.8K	Buy	67 +20	+43%	+$7.55K	0.01%	425
2024 Q2	$17.2K	Sell	47 -11	-19%	-$4.06K	0.01%	469
2024 Q1	$20.3K	Buy	+58	New	+$15.6K	0.01%	449
2023 Q4	–	Sell	-68	Closed	-$14.3K	–	382
2023 Q3	$14.3K	Hold	68	–	–	0.01%	483
2023 Q2	$12.6K	Sell	68 -7	-9%	-$1.17K	﹤0.01%	508
2023 Q1	$12.2K	Buy	+75	New	+$11.5K	0.01%	506

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's EME Position: Q4 2024 in Review

WR Wealth Planners increased its Emcor (EME) stake by 4.5% in Q4 2024, buying an estimated $1.42K and bringing the position to 70 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #381.

WR Wealth Planners first reported a position in EME in Q1 2023 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold EME as of Q4 2024.

WR Wealth Planners held 70 shares of Emcor worth $31.8K as of Q4 2024.
WR Wealth Planners bought 3 Emcor shares in Q4 2024, an estimated $1.42K.
Emcor made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #381 holding.
WR Wealth Planners first reported a position in Emcor in Q1 2023 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.