Bleakley Financial Group’s Emcor EME Stock Holding History

Bleakley Financial Group’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	-714	Closed	-$324K	–	649
2024 Q4	$324K	Sell	714 -126	-15%	-$59.6K	0.01%	767
2024 Q3	$362K	Buy	+840	New	+$317K	0.01%	701

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bleakley Financial Group's EME Position: Q1 2025 in Review

Bleakley Financial Group sold out of Emcor (EME) in Q1 2025, closing a stake of 714 shares — an estimated $324K sold.

Bleakley Financial Group first reported a position in EME in Q3 2024 and held it in 2 quarters. The position peaked at $362K in Q3 2024. 876 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Bleakley Financial Group reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 714 Emcor shares in Q1 2025, an estimated $324K.
Bleakley Financial Group first reported a position in Emcor in Q3 2024 and held it in 2 quarters.
Bleakley Financial Group's Emcor position peaked at $362K in Q3 2024.
876 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.