EMC Capital Management’s Emcor EME Stock Holding History

EMC Capital Management’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 Q2	–	Sell	-1,338	Closed	-$495K	–	324
2025 Q1	$495K	Hold	1,338	–	–	0.3%	35
2024 Q4	$607K	Sell	1,338 -4,079	-75%	-$1.93M	0.34%	23
2024 Q3	$106K	Buy	5,417 +4,079	+305%	+$1.54M	0.07%	224
2024 Q2	$488K	Hold	1,338	–	–	0.28%	41
2024 Q1	$469K	Sell	1,338 -809	-38%	-$217K	0.28%	44
2023 Q4	$463K	Hold	2,147	–	–	0.31%	35
2023 Q3	$452K	Sell	2,147 -5,065	-70%	-$1.06M	0.33%	28
2023 Q2	$242	Buy	7,212 +5,065	+236%	+$847K	0.19%	104
2023 Q1	$349K	Hold	2,147	–	–	0.29%	48
2022 Q4	$318K	Buy	2,147 +224	+12%	+$31.8K	0.29%	55
2022 Q3	$222K	Hold	1,923	–	–	0.21%	89
2022 Q2	$198K	Buy	1,923 +651	+51%	+$69.6K	0.17%	111
2022 Q1	$135K	Buy	+1,272	New	+$150K	0.1%	185

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Kayne Anderson Rudnick Investment Management

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

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

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return