Eagle Bay Advisors’s Emcor EME Stock Holding History

Eagle Bay 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	-255	Closed	-$116K	–	376
2024 Q4	$116K	Sell	255 -126	-33%	-$59.6K	0.07%	182
2024 Q3	$164K	Sell	381 -23	-6%	-$8.68K	0.06%	199
2024 Q2	$147K	Sell	404 -52	-11%	-$19.2K	0.09%	156
2024 Q1	$160K	Buy	456 +34	+8%	+$9.13K	0.1%	150
2023 Q4	$90.9K	Hold	422	–	–	0.06%	220
2023 Q3	$88.8K	Sell	422 -3	-0.7%	-$628	0.04%	274
2023 Q2	$78.5K	Sell	425 -4	-0.9%	-$669	0.04%	273
2023 Q1	$69.8K	Hold	429	–	–	0.04%	315
2022 Q4	$63.5K	Hold	429	–	–	0.04%	327
2022 Q3	$50K	Sell	429 -14	-3%	-$1.6K	0.03%	337
2022 Q2	$45.6K	Buy	+443	New	+$47.4K	0.03%	382
2022 Q1	–	Sell	-461	Closed	-$59K	–	491
2021 Q4	$59K	Sell	461 -461	-50%	-$57.1K	0.04%	330
2021 Q3	$106K	Buy	922 +461	+100%	+$55.2K	0.06%	227
2021 Q2	$58K	Buy	+461	New	+$56.2K	0.05%	293

Other funds holding EME

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Eagle Bay Advisors's EME Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Emcor (EME) in Q1 2025, closing a stake of 255 shares — an estimated $116K sold.

Eagle Bay Advisors first reported a position in EME in Q2 2021 and held it in 14 quarters. The position peaked at $164K in Q3 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Eagle Bay Advisors reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 255 Emcor shares in Q1 2025, an estimated $116K.
Eagle Bay Advisors first reported a position in Emcor in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Emcor position peaked at $164K in Q3 2024.
875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.