Burgundy Asset Management’s Emcor EME Stock Holding History

Burgundy Asset 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 Q3	$275M	Sell	443,982 -86,475	-16%	-$52.5M	2.6%	4
2025 Q2	$284M	Buy	530,457 +14,935	+3%	+$6.59M	2.76%	3
2025 Q1	$191M	Buy	515,522 +33,069	+7%	+$14.3M	1.97%	14
2024 Q4	$219M	Buy	482,453 +7,799	+2%	+$3.69M	2.21%	9
2024 Q3	$204M	Buy	474,654 +11,390	+2%	+$4.3M	2.02%	12
2024 Q2	$169M	Sell	463,264 -228,117	-33%	-$84.2M	1.78%	18
2024 Q1	$242M	Buy	691,381 +11,479	+2%	+$3.08M	2.5%	9
2023 Q4	$146M	Buy	679,902 +25,241	+4%	+$5.3M	1.62%	18
2023 Q3	$138M	Buy	654,661 +7,953	+1%	+$1.66M	1.69%	20
2023 Q2	$119M	Sell	646,708 -21,973	-3%	-$3.68M	1.41%	26
2023 Q1	$109M	Buy	668,681 +520	+0.1%	+$80K	1.34%	28
2022 Q4	$99M	Sell	668,161 -2,679	-0.4%	-$380K	1.28%	32
2022 Q3	$77.5M	Sell	670,840 -17,063	-2%	-$1.95M	1.08%	34
2022 Q2	$70.8M	Buy	687,903 +13,640	+2%	+$1.46M	0.89%	42
2022 Q1	$75.9M	Sell	674,263 -2,555	-0.4%	-$301K	0.81%	45
2021 Q4	$86.2M	Buy	676,818 +8,657	+1%	+$1.07M	0.84%	45
2021 Q3	$77.1M	Buy	668,161 +15,995	+2%	+$1.92M	0.76%	49
2021 Q2	$80.3M	Buy	652,166 +460,085	+240%	+$56.1M	0.78%	49
2021 Q1	$21.5M	Buy	192,081 +397	+0.2%	+$39.8K	0.22%	74
2020 Q4	$17.5M	Buy	+191,684	New	+$15.4M	0.19%	74

Other funds holding EME

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

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Select Equity Group

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return