Atala Financial’s Emcor EME Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-39	Closed	-$14.4K	–	217
2025 Q1	$14.4K	Hold	39	–	–	0.01%	278
2024 Q4	$17.7K	Buy	+39	New	+$18.5K	0.01%	265

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atala Financial's EME Position: Q2 2025 in Review

Atala Financial sold out of Emcor (EME) in Q2 2025, closing a stake of 39 shares — an estimated $14.4K sold.

Atala Financial first reported a position in EME in Q4 2024 and held it in 2 quarters. The position peaked at $17.7K in Q4 2024. 944 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Atala Financial reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 39 Emcor shares in Q2 2025, an estimated $14.4K.
Atala Financial first reported a position in Emcor in Q4 2024 and held it in 2 quarters.
Atala Financial's Emcor position peaked at $17.7K in Q4 2024.
944 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.