· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $34.52Day −1.57%1Y +18.3%Off 52W high −12.1%Vol (1Y) 23.2%
Daily closing price, split-adjusted to the current basis; 2.9y shown of 841 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
EMC is not in the screener universe.
| YTD+12.5% |
| 1Y+18.3% |
| 3Y+34.8% |
| 5Y+41.4% |
| 10Y+25.5% |
| Since incept. (ann.)+2.6% |
Total return through 2026-07-28 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)23.2% |
| Ann. volatility (3Y)19.3% |
| Sharpe (1Y)0.87 |
| Sharpe (3Y)0.66 |
| Max drawdown (1Y)−13.9% |
| Max drawdown (3Y)−18.4% |
| Beta (3Y vs SPY)0.81 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| MORGAN STANLEY | 132,546 | $4M | — | −68.4% |
| UBS Group AG | 119,846 | $4M | — | −22.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80,340 | $2M | — | −39.5% |
| Cerity Partners LLC | 59,502 | $2M | — | −12.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49,012 | $2M | — | −9.6% |
| OLD MISSION CAPITAL LLC | 40,923 | $1M | — | −41.9% |
| LPL Financial LLC | 35,060 | $1M | — | −6.6% |
| Rockefeller Capital Management L.P. | 22,775 | $703,458 | — | −5.7% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for EMC.
