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EME · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EME
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterEMEKLAC
Q3 20206 holders, $108m15 holders, $4.0bn
Q4 20205 holders, $124m14 holders, $5.3bn
Q1 20215 holders, $130m18 holders, $7.4bn
Q2 20214 holders, $127m26 holders, $7.3bn
Q3 20214 holders, $117m25 holders, $7.3bn
Q4 20215 holders, $136m25 holders, $9.0bn
Q1 20225 holders, $95m24 holders, $6.8bn
Q2 20228 holders, $109m17 holders, $6.3bn
Q3 20228 holders, $132m15 holders, $5.7bn
Q4 20226 holders, $155m14 holders, $6.6bn
Q1 202311 holders, $674m22 holders, $6.7bn
Q2 202311 holders, $907m22 holders, $8.3bn
Q3 20239 holders, $1.1bn25 holders, $8.2bn
Q4 202310 holders, $1.2bn23 holders, $10.0bn
Q1 202411 holders, $2.4bn16 holders, $11.0bn
Q2 20249 holders, $2.3bn21 holders, $12.7bn
Q3 202410 holders, $2.2bn28 holders, $11.2bn
Q4 202414 holders, $2.5bn25 holders, $8.0bn
Q1 20259 holders, $1.7bn27 holders, $8.7bn
Q2 202511 holders, $2.4bn22 holders, $12.2bn
Q3 202513 holders, $3.3bn19 holders, $16.5bn
Q4 202513 holders, $2.8bn25 holders, $23.4bn
Q1 202615 holders, $3.2bn22 holders, $32.6bn
Q2 202617 holders, $3.4bn28 holders, $78.0bn
EME

Emcor Group Inc

Holders
9
Reported value
$2.3bn
Buyers
6
Sellers
4

Breadth +2 among 94 comparable managers.

KLAC

Kla Corp

Holders
21
Reported value
$12.7bn
Buyers
14
Sellers
7

Breadth +7 among 94 comparable managers.

Who holds both, Q2 2024

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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