Icon Advisers’s Emcor EME Stock Holding History

Icon Advisers’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	-7,500	Closed	-$2.77M	–	195
2025 Q1	$2.77M	Sell	7,500 -4,200	-36%	-$1.82M	0.65%	64
2024 Q4	$5.31M	Buy	+11,700	New	+$5.54M	1.2%	17
2022 Q2	–	Sell	-15,500	Closed	-$1.75M	–	152
2022 Q1	$1.75M	Sell	15,500 -2,800	-15%	-$330K	0.3%	121
2021 Q4	$2.33M	Hold	18,300	–	–	0.37%	106
2021 Q3	$2.11M	Hold	18,300	–	–	0.36%	108
2021 Q2	$2.25M	Hold	18,300	–	–	0.37%	105
2021 Q1	$2.05M	Hold	18,300	–	–	0.32%	109
2020 Q4	$1.67M	Hold	18,300	–	–	0.3%	115
2020 Q3	$1.24M	Hold	18,300	–	–	0.24%	125
2020 Q2	$1.21M	Buy	18,300 +1,500	+9%	+$94K	0.24%	136
2020 Q1	$1.03M	Hold	16,800	–	–	0.22%	137
2019 Q4	$1.45M	Buy	16,800 +4,100	+32%	+$361K	0.21%	151
2019 Q3	$1.09M	Buy	+12,700	New	+$1.08M	0.16%	184

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Icon Advisers's EME Position: Q2 2025 in Review

Icon Advisers sold out of Emcor (EME) in Q2 2025, closing a stake of 7,500 shares — an estimated $2.77M sold.

Icon Advisers first reported a position in EME in Q3 2019 and held it in 13 quarters. The position peaked at $5.31M in Q4 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

Icon Advisers reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
Icon Advisers sold 7,500 Emcor shares in Q2 2025, an estimated $2.77M.
Icon Advisers first reported a position in Emcor in Q3 2019 and held it in 13 quarters.
Icon Advisers's Emcor position peaked at $5.31M in Q4 2024.
945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Icon Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.