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Cerro Pacific Wealth Advisors’s Emcor EME Stock Holding History

Cerro Pacific Wealth 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
2025
Q1 		– Sell
-560
Closed -$241K – 164
2024
Q4 		$241K Hold
560
– – 0.08% 141
2024
Q3 		$204K Hold
560
– – 0.08% 144
2024
Q2 		$204K Buy
+560
New +$207K 0.08% 145

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 $3.38T AUM 44.17% 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

Cerro Pacific Wealth Advisors's EME Position: Q1 2025 in Review

Cerro Pacific Wealth Advisors sold out of Emcor (EME) in Q1 2025, closing a stake of 560 shares — an estimated $241K sold.

Cerro Pacific Wealth Advisors first reported a position in EME in Q2 2024 and held it in 3 quarters. The position peaked at $241K in Q4 2024. 876 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 560 Emcor shares in Q1 2025, an estimated $241K.
  • Cerro Pacific Wealth Advisors first reported a position in Emcor in Q2 2024 and held it in 3 quarters.
  • Cerro Pacific Wealth Advisors's Emcor position peaked at $241K in Q4 2024.
  • 876 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.