YorkBridge Wealth Partners’s Emcor EME Stock Holding History

YorkBridge Wealth 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
2022 Q4	$217K	Buy	+1,467	New	+$208K	0.06%	241

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

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

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's EME Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Emcor (EME) in Q4 2022: 1,467 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings.

463 funds tracked by Wall St. Rank hold EME as of Q4 2022.

YorkBridge Wealth Partners held 1,467 shares of Emcor worth $217K as of Q4 2022.
Emcor was a new YorkBridge Wealth Partners position in Q4 2022.
Emcor made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #241 holding.
463 funds tracked by Wall St. Rank held Emcor as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.