Convergence Investment Partners’s Emcor EME Stock Holding History

Convergence Investment Partners’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 Q2	$4.1M	Buy	4,942 +1,836	+59%	+$1.55M	0.39%	99
2026 Q1	$2.29M	Buy	+3,106	New	+$2.26M	0.38%	82
2025 Q2	–	Sell	-1,661	Closed	-$614K	–	249
2025 Q1	$614K	Sell	1,661 -2,376	-59%	-$1.03M	0.17%	178
2024 Q4	$1.83M	Buy	4,037 +492	+14%	+$233K	0.41%	74
2024 Q3	$1.53M	Buy	3,545 +488	+16%	+$184K	0.41%	76
2024 Q2	$1.12M	Buy	3,057 +1,281	+72%	+$473K	0.33%	95
2024 Q1	$622K	Buy	1,776 +475	+37%	+$128K	0.24%	117
2023 Q4	$280K	Buy	+1,301	New	+$273K	0.15%	140
2023 Q2	–	Sell	-1,316	Closed	-$214K	–	172
2023 Q1	$214K	Sell	1,316 -2	-0.2%	-$308	0.13%	158
2022 Q4	$195K	Buy	+1,318	New	+$187K	0.12%	168
2021 Q3	–	Sell	-1,667	Closed	-$205K	–	237
2021 Q2	$205K	Buy	+1,667	New	+$203K	0.09%	212
2020 Q3	–	Sell	-12,515	Closed	-$828K	–	240
2020 Q2	$828K	Buy	+12,515	New	+$784K	0.28%	125
2020 Q1	–	Sell	-12,191	Closed	-$1.05M	–	232
2019 Q4	$1.05M	Sell	12,191 -2,106	-15%	-$185K	0.3%	122
2019 Q3	$1.23M	Buy	14,297 +1,620	+13%	+$138K	0.34%	103
2019 Q2	$1.12M	Buy	+12,677	New	+$1.03M	0.27%	145
2018 Q2	–	Sell	-19,189	Closed	-$1.5M	–	493
2018 Q1	$1.5M	Buy	+19,189	New	+$1.52M	0.19%	181
2017 Q2	–	Sell	-20,494	Closed	-$1.29M	–	358
2017 Q1	$1.29M	Sell	20,494 -28,917	-59%	-$1.92M	0.18%	206
2016 Q4	$3.5M	Buy	+49,411	New	+$3.24M	0.48%	60
2016 Q2	–	Sell	-67,837	Closed	-$3.3M	–	325
2016 Q1	$3.3M	Buy	+67,837	New	+$3.09M	0.39%	94
2015 Q4	–	Sell	-28,307	Closed	-$1.25M	–	345
2015 Q3	$1.25M	Buy	+28,307	New	+$1.32M	0.14%	224

Other funds holding EME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Convergence Investment Partners's EME Position: Q2 2026 in Review

Convergence Investment Partners increased its Emcor (EME) stake by 59% in Q2 2026, buying an estimated $1.55M and bringing the position to 4,942 shares worth $4.1M. The position accounts for 0.39% of the portfolio, ranked #99.

Convergence Investment Partners first reported a position in EME in Q3 2015 and has held it in 20 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Convergence Investment Partners held 4,942 shares of Emcor worth $4.1M as of Q2 2026.
Convergence Investment Partners bought 1,836 Emcor shares in Q2 2026, an estimated $1.55M.
Emcor made up 0.39% of Convergence Investment Partners's portfolio in Q2 2026, its #99 holding.
Convergence Investment Partners first reported a position in Emcor in Q3 2015 and has held it in 20 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.