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Emcor shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Emcor (EME) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Emcor

Tip: Access up to 7 years of quarterly data

All positions including Emcor held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $35k 77 453.91
2024-09-30 $33k 77 430.53
2024-03-31 $25k 70 350.20
2023-12-31 $15k 70 215.44

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Emcor

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
FMR
State Street Corporation
Select Equity
Invesco
Geode Capital Management
Hanna Zanoni
Lord, Abbett & Co
Wells Fargo & Company
Burgundy Asset Management
Dimensional Fund Advisors
Northern Trust
Bank of New York Mellon

View all funds holding Emcor