Grandfield & Dodd’s Emcor EME Stock Holding History

Grandfield & Dodd’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
2026 Q3	$604K	Sell	800 -61	-7%	-$47K	0.03%	139
2026 Q2	$715K	Hold	861	–	–	0.04%	132
2026 Q1	$636K	Hold	861	–	–	0.04%	130
2025 Q4	$527K	Hold	861	–	–	0.03%	139
2025 Q3	$559K	Hold	861	–	–	0.03%	133
2025 Q2	$461K	Hold	861	–	–	0.03%	139
2025 Q1	$318K	Hold	861	–	–	0.02%	165
2024 Q4	$391K	Hold	861	–	–	0.02%	156
2024 Q3	$371K	Hold	861	–	–	0.02%	158
2024 Q2	$314K	Hold	861	–	–	0.02%	168
2024 Q1	$302K	Buy	+861	New	+$231K	0.02%	170
2021 Q4	–	Sell	-2,350	Closed	-$270K	–	210
2021 Q3	$270K	Hold	2,350	–	–	0.02%	177
2021 Q2	$290K	Hold	2,350	–	–	0.02%	168
2021 Q1	$260K	Hold	2,350	–	–	0.02%	167
2020 Q4	$210K	Buy	+2,350	New	+$189K	0.02%	184
2020 Q1	–	Sell	-2,350	Closed	-$203K	–	174
2019 Q4	$203K	Hold	2,350	–	–	0.02%	183
2019 Q3	$202K	Hold	2,350	–	–	0.02%	175
2019 Q2	$207K	Buy	+2,350	New	+$191K	0.02%	176

Other funds holding EME

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Grandfield & Dodd's EME Position: Q3 2026 in Review

Grandfield & Dodd reduced its Emcor (EME) stake by 7.1% in Q3 2026, selling an estimated $47K and leaving 800 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #139.

Grandfield & Dodd first reported a position in EME in Q2 2019 and has held it in 18 quarters since. The position peaked at $715K in Q2 2026. 465 funds tracked by Wall St. Rank hold EME as of Q3 2026.

Grandfield & Dodd held 800 shares of Emcor worth $604K as of Q3 2026.
Grandfield & Dodd sold 61 Emcor shares in Q3 2026, an estimated $47K.
Emcor made up 0.03% of Grandfield & Dodd's portfolio in Q3 2026, its #139 holding.
Grandfield & Dodd first reported a position in Emcor in Q2 2019 and has held it in 18 quarters since.
Grandfield & Dodd's Emcor position peaked at $715K in Q2 2026.
465 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.