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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 – 1206
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's EME Position: Q1 2025 in Review

Avior Wealth Management sold out of Emcor (EME) in Q1 2025, closing a stake of 49 shares — an estimated $22.2K sold.

Avior Wealth Management first reported a position in EME in Q1 2023 and held it in 8 quarters. The position peaked at $166K in Q1 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Avior Wealth Management reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 49 Emcor shares in Q1 2025, an estimated $22.2K.
  • Avior Wealth Management first reported a position in Emcor in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Emcor position peaked at $166K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.