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Adams Diversified Equity Fund’s Emcor EME Stock Holding History

Adams Diversified Equity Fund’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Sell
21,800
-6,200
-22% -$4.51M 0.57% 62
2025
Q4 		$17.1M Buy
+28,000
New +$18.1M 0.57% 62
2019
Q3 		– Sell
-1,900
Closed -$167K – 125
2019
Q2 		$167K Sell
1,900
-2,100
-53% -$170K 0.01% 111
2019
Q1 		$292K Sell
4,000
-4,200
-51% -$285K 0.02% 127
2018
Q4 		$489K Sell
8,200
-300
-4% -$20.8K 0.03% 157
2018
Q3 		$638K Sell
8,500
-600
-7% -$46.3K 0.03% 166
2018
Q2 		$693K Sell
9,100
-800
-8% -$62K 0.04% 157
2018
Q1 		$772K Hold
9,900
– – 0.04% 134
2017
Q4 		$809K Sell
9,900
-2,900
-23% -$225K 0.04% 131
2017
Q3 		$888K Sell
12,800
-400
-3% -$26.5K 0.05% 168
2017
Q2 		$863K Sell
13,200
-2,400
-15% -$154K 0.05% 167
2017
Q1 		$982K Buy
15,600
+400
+3% +$26.5K 0.06% 168
2016
Q4 		$1.08M Buy
+15,200
New +$996K 0.07% 134

Other funds holding EME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return