FineMark National Bank & Trust’s Emcor EME Stock Holding History

FineMark National Bank & 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 Q2	–	Sell	-778	Closed	-$288K	–	462
2025 Q1	$288K	Buy	+778	New	+$336K	0.01%	363
2017 Q1	–	Sell	-429	Closed	-$30K	–	554
2016 Q4	$30K	Hold	429	–	–	﹤0.01%	737
2016 Q3	$26K	Buy	+429	New	+$23.7K	﹤0.01%	754

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

FineMark National Bank & Trust's EME Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of Emcor (EME) in Q2 2025, closing a stake of 778 shares — an estimated $288K sold.

FineMark National Bank & Trust first reported a position in EME in Q3 2016 and held it in 3 quarters. The position peaked at $288K in Q1 2025. 944 funds tracked by Wall St. Rank hold EME as of Q2 2025.

FineMark National Bank & Trust reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 778 Emcor shares in Q2 2025, an estimated $288K.
FineMark National Bank & Trust first reported a position in Emcor in Q3 2016 and held it in 3 quarters.
FineMark National Bank & Trust's Emcor position peaked at $288K in Q1 2025.
944 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.