Hexagon Capital Partners’s Emcor EME Stock Holding History

Hexagon Capital Partners’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	-80	Closed	-$29.6K	–	546
2025 Q1	$29.6K	Buy	80 +1	+1%	+$432	0.01%	619
2024 Q4	$35.9K	Sell	79 -8	-9%	-$3.79K	0.01%	590
2024 Q3	$37.5K	Sell	87 -10	-10%	-$3.77K	0.01%	509
2024 Q2	$35.4K	Sell	97 -2	-2%	-$738	0.01%	514
2024 Q1	$34.7K	Buy	99 +9	+10%	+$2.42K	0.01%	508
2023 Q4	$19.4K	Sell	90 -3	-3%	-$630	﹤0.01%	651
2023 Q3	$19.6K	Buy	93 +3	+3%	+$628	0.01%	557
2023 Q2	$16.6K	Hold	90	–	–	﹤0.01%	608
2023 Q1	$14.6K	Buy	90 +5	+6%	+$769	﹤0.01%	637
2022 Q4	$12.6K	Sell	85 -29	-25%	-$4.12K	﹤0.01%	666
2022 Q3	$13K	Hold	114	–	–	﹤0.01%	691
2022 Q2	$12K	Hold	114	–	–	﹤0.01%	620
2022 Q1	$13K	Hold	114	–	–	﹤0.01%	587
2021 Q4	$15K	Hold	114	–	–	﹤0.01%	551
2021 Q3	$13K	Hold	114	–	–	﹤0.01%	557
2021 Q2	$14K	Buy	+114	New	+$13.9K	﹤0.01%	515

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

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