Edge Financial Advisors’s Emcor EME Stock Holding History

Edge Financial 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
2024 Q2	–	Sell	-2,498	Closed	-$875K	–	96
2024 Q1	$875K	Buy	+2,498	New	+$671K	0.77%	39

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Edge Financial Advisors's EME Position: Q2 2024 in Review

Edge Financial Advisors sold out of Emcor (EME) in Q2 2024, closing a stake of 2,498 shares — an estimated $875K sold.

Edge Financial Advisors first reported a position in EME in Q1 2024 and held it in 1 quarter. The position peaked at $875K in Q1 2024. 746 funds tracked by Wall St. Rank hold EME as of Q2 2024.

Edge Financial Advisors reported no remaining Emcor position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 2,498 Emcor shares in Q2 2024, an estimated $875K.
Edge Financial Advisors first reported a position in Emcor in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's Emcor position peaked at $875K in Q1 2024.
746 funds tracked by Wall St. Rank held Emcor as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.