Edge Capital Group’s Emcor EME Stock Holding History

Edge Capital Group’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
2024 Q4	$228K	Buy	502 +33	+7%	+$15.6K	0.01%	294
2024 Q3	$202K	Buy	+469	New	+$177K	0.01%	311

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's EME Position: Q4 2024 in Review

Edge Capital Group increased its Emcor (EME) stake by 7% in Q4 2024, buying an estimated $15.6K and bringing the position to 502 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #294.

Edge Capital Group first reported a position in EME in Q3 2024 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold EME as of Q4 2024.

Edge Capital Group held 502 shares of Emcor worth $228K as of Q4 2024.
Edge Capital Group bought 33 Emcor shares in Q4 2024, an estimated $15.6K.
Emcor made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #294 holding.
Edge Capital Group first reported a position in Emcor in Q3 2024 and has held it in 2 quarters since.
889 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.