AWM
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Avior Wealth Management’s Emcor EME Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-49
Closed -$22.2K – 1207
2024
Q4 		$22.2K Sell
49
-5
-9% -$2.37K ﹤0.01% 1386
2024
Q3 		$23.2K Hold
54
– – ﹤0.01% 1346
2024
Q2 		$19.7K Sell
54
-421
-89% -$155K ﹤0.01% 1353
2024
Q1 		$166K Buy
475
+408
+609% +$110K 0.01% 769
2023
Q4 		$14.4K Buy
67
+16
+31% +$3.36K ﹤0.01% 934
2023
Q3 		$10.7K Hold
51
– – ﹤0.01% 1030
2023
Q2 		$9.42K Hold
51
– – ﹤0.01% 1037
2023
Q1 		$8.29K Buy
+51
New +$7.84K ﹤0.01% 1086

Other funds holding EME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM