ET
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Equitable Trust’s Emcor EME Stock Holding History

Equitable Trust’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
Q3 		– Sell
-3,391
Closed -$1.81M – 445
2025
Q2 		$1.81M Buy
3,391
+1,102
+48% +$486K 0.09% 162
2025
Q1 		$846K Buy
2,289
+14
+0.6% +$6.05K 0.05% 241
2024
Q4 		$1.03M Sell
2,275
-535
-19% -$253K 0.06% 217
2024
Q3 		$1.21M Buy
2,810
+60
+2% +$22.6K 0.08% 186
2024
Q2 		$1M Buy
2,750
+59
+2% +$21.8K 0.07% 194
2024
Q1 		$942K Hold
2,691
– – 0.07% 204
2023
Q4 		$580K Sell
2,691
-33
-1% -$6.92K 0.04% 254
2023
Q3 		$573K Hold
2,724
– – 0.05% 237
2023
Q2 		$503K Hold
2,724
– – 0.04% 264
2023
Q1 		$443K Sell
2,724
-634
-19% -$97.5K 0.03% 275
2022
Q4 		$497K Sell
3,358
-1,727
-34% -$245K 0.04% 260
2022
Q3 		$587K Buy
5,085
+731
+17% +$83.5K 0.05% 229
2022
Q2 		$448K Buy
4,354
+1,477
+51% +$158K 0.03% 265
2022
Q1 		$324K Buy
2,877
+75
+3% +$8.83K 0.02% 313
2021
Q4 		$357K Buy
2,802
+121
+5% +$15K 0.02% 293
2021
Q3 		$309K Buy
2,681
+41
+2% +$4.91K 0.02% 301
2021
Q2 		$325K Buy
2,640
+232
+10% +$28.3K 0.02% 304
2021
Q1 		$270K Buy
+2,408
New +$241K 0.02% 309

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return