Capital & Planning LLC’s Emcor EME Stock Holding History

Capital & Planning LLC’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	-20	Closed	-$9.08K	–	78
2024 Q4	$9.08K	Buy	+20	New	+$9.46K	0.01%	100

Other funds holding EME

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Capital & Planning LLC's EME Position: Q1 2025 in Review

Capital & Planning LLC sold out of Emcor (EME) in Q1 2025, closing a stake of 20 shares — an estimated $9.08K sold.

Capital & Planning LLC first reported a position in EME in Q4 2024 and held it in 1 quarter. The position peaked at $9.08K in Q4 2024. 873 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Capital & Planning LLC reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 20 Emcor shares in Q1 2025, an estimated $9.08K.
Capital & Planning LLC first reported a position in Emcor in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Emcor position peaked at $9.08K in Q4 2024.
873 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.