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Freedom Investment Management’s Emcor EME Stock Holding History

Freedom Investment 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
Q3 		– Sell
-2,410
Closed -$1.29M – 314
2025
Q2 		$1.29M Sell
2,410
-289
-11% -$128K 0.1% 186
2025
Q1 		$997K Buy
2,699
+95
+4% +$41.1K 0.08% 237
2024
Q4 		$1.18M Buy
2,604
+124
+5% +$58.7K 0.1% 191
2024
Q3 		$1.07M Buy
2,480
+17
+0.7% +$6.42K 0.09% 223
2024
Q2 		$899K Buy
2,463
+800
+48% +$295K 0.07% 266
2024
Q1 		$582K Sell
1,663
-102
-6% -$27.4K 0.05% 403
2023
Q4 		$380K Buy
1,765
+327
+23% +$68.6K 0.03% 511
2023
Q3 		$303K Buy
+1,438
New +$301K 0.04% 496
2020
Q2 		– Sell
-2,522
Closed -$213K – 604
2020
Q1 		$213K Buy
+2,522
New +$194K 0.02% 612

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Freedom Investment Management's EME Position: Q3 2025 in Review

Freedom Investment Management sold out of Emcor (EME) in Q3 2025, closing a stake of 2,410 shares — an estimated $1.29M sold.

Freedom Investment Management first reported a position in EME in Q1 2020 and held it in 9 quarters. The position peaked at $1.29M in Q2 2025. 1,065 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Freedom Investment Management reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,410 Emcor shares in Q3 2025, an estimated $1.29M.
  • Freedom Investment Management first reported a position in Emcor in Q1 2020 and held it in 9 quarters.
  • Freedom Investment Management's Emcor position peaked at $1.29M in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.