S&P MidCap Index Fund EME Holdings History
Number of Shares
1,688.00
Current Holdings Value*
$690,240.00
% of Portfolio
0.65%
Total Estimate Gain
$893,807.44
% of Total Estimate Gain
243.16%
S&P MidCap Index Fund's EMCOR Group Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 1,688.00 shares of EMCOR Group Inc(EME), totaling $690,240.00. This investment constitutes 0.65% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding EMCOR Group Inc(EME) stock.
The initial trade took place in 2021Q2. In addition, there have been 11 sales at an average price of $211.54 for 1,450.00 shares. Based on historical transaction data and EME's current price of $565.56, S&P MidCap Index Fund's estimated gain on his EME holdings is $893,807.44, reflecting a 243.16% gain to date.
S&P MidCap Index Fund EME ($565.56) Holding Chart
S&P MidCap Index Fund EME ($565.56) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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