EWM
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Executive Wealth Management’s Emcor EME Stock Holding History

Executive Wealth 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 		$3.61M Buy
7,962
+649
+9% +$307K 0.28% 91
2024
Q3 		$3.15M Buy
+7,313
New +$2.76M 0.25% 86

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's EME Position: Q4 2024 in Review

Executive Wealth Management increased its Emcor (EME) stake by 8.9% in Q4 2024, buying an estimated $307K and bringing the position to 7,962 shares worth $3.61M. The position accounts for 0.28% of the portfolio, ranked #91.

Executive Wealth Management 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.

  • Executive Wealth Management held 7,962 shares of Emcor worth $3.61M as of Q4 2024.
  • Executive Wealth Management bought 649 Emcor shares in Q4 2024, an estimated $307K.
  • Emcor made up 0.28% of Executive Wealth Management's portfolio in Q4 2024, its #91 holding.
  • Executive Wealth Management 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 Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.