EMAM
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Encompass More Asset Management’s Emcor EME Stock Holding History

Encompass More Asset 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
2024
Q4 		– Sell
-732
Closed -$315K – 197
2024
Q3 		$315K Buy
+732
New +$276K 0.12% 130

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Encompass More Asset Management's EME Position: Q4 2024 in Review

Encompass More Asset Management sold out of Emcor (EME) in Q4 2024, closing a stake of 732 shares — an estimated $315K sold.

Encompass More Asset Management first reported a position in EME in Q3 2024 and held it in 1 quarter. The position peaked at $315K in Q3 2024. 891 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • Encompass More Asset Management reported no remaining Emcor position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 732 Emcor shares in Q4 2024, an estimated $315K.
  • Encompass More Asset Management first reported a position in Emcor in Q3 2024 and held it in 1 quarter.
  • Encompass More Asset Management's Emcor position peaked at $315K in Q3 2024.
  • 891 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.