Chevy Chase Trust
EME icon

Chevy Chase Trust’s Emcor EME Stock Holding History

Chevy Chase Trust’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 		$17.2M Sell
23,305
-643
-3% -$468K 0.05% 296
2025
Q4 		$14.7M Sell
23,948
-148
-0.6% -$95.8K 0.04% 325
2025
Q3 		$15.7M Buy
24,096
+22,845
+1,826% +$13.9M 0.04% 316
2025
Q2 		$669K Hold
1,251
– – ﹤0.01% 589
2025
Q1 		$462K Hold
1,251
– – ﹤0.01% 596
2024
Q4 		$568K Hold
1,251
– – ﹤0.01% 590
2024
Q3 		$539K Hold
1,251
– – ﹤0.01% 582
2024
Q2 		$457K Hold
1,251
– – ﹤0.01% 580
2024
Q1 		$438K Buy
1,251
+81
+7% +$21.7K ﹤0.01% 578
2023
Q4 		$252K Hold
1,170
– – ﹤0.01% 607
2023
Q3 		$246K Hold
1,170
– – ﹤0.01% 597
2023
Q2 		$216K Buy
+1,170
New +$196K ﹤0.01% 611
2020
Q1 		– Sell
-2,155
Closed -$186K – 734
2019
Q4 		$186K Buy
+2,155
New +$190K ﹤0.01% 668
2018
Q1 		– Sell
-2,587
Closed -$212K – 673
2017
Q4 		$212K Buy
+2,587
New +$200K ﹤0.01% 651

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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