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Bell Investment Advisors’s Emcor EME Stock Holding History

Bell Investment Advisors’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 		$14.8K Buy
20
+4
+25% +$2.91K ﹤0.01% 540
2025
Q4 		$9.79K Buy
16
+1
+7% +$648 ﹤0.01% 701
2025
Q3 		$9.74K Sell
15
-6
-29% -$3.64K ﹤0.01% 652
2025
Q2 		$11.2K Buy
21
+8
+62% +$3.53K ﹤0.01% 630
2025
Q1 		$4.81K Hold
13
– – ﹤0.01% 931
2024
Q4 		$5.9K Buy
13
+4
+44% +$1.89K ﹤0.01% 854
2024
Q3 		$3.88K Buy
9
+1
+13% +$377 ﹤0.01% 1066
2024
Q2 		$2.92K Buy
8
+1
+14% +$369 ﹤0.01% 1187
2024
Q1 		$2.45K Buy
7
+3
+75% +$805 ﹤0.01% 1259
2023
Q4 		$862 Sell
4
-2
-33% -$420 ﹤0.01% 1628
2023
Q3 		$1.26K Sell
6
-3
-33% -$628 ﹤0.01% 1479
2023
Q2 		$1.66K Sell
9
-3
-25% -$502 ﹤0.01% 1389
2023
Q1 		$1.95K Buy
12
+3
+33% +$461 ﹤0.01% 1279
2022
Q4 		$1.33K Hold
9
– – ﹤0.01% 1469
2022
Q3 		$1K Buy
9
+4
+80% +$457 ﹤0.01% 1391
2022
Q2 		$1K Buy
+5
New +$535 ﹤0.01% 1414

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