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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