Jupiter Asset Management’s Emcor EME Stock Holding History

Jupiter Asset 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
2026 Q1	–	Sell	-1,823	Closed	-$1.12M	–	508
2025 Q4	$1.12M	Sell	1,823 -954	-34%	-$618K	0.01%	348
2025 Q3	$1.8M	Sell	2,777 -18,637	-87%	-$11.3M	0.02%	327
2025 Q2	$11.5M	Sell	21,414 -22,849	-52%	-$10.1M	0.1%	220
2025 Q1	$16.4M	Sell	44,263 -25,545	-37%	-$11M	0.16%	180
2024 Q4	$31.7M	Sell	69,808 -3,509	-5%	-$1.66M	0.31%	107
2024 Q3	$31.6M	Buy	+73,317	New	+$27.7M	0.28%	123
2018 Q4	–	Sell	-17,826	Closed	-$1.34M	–	233
2018 Q3	$1.34M	Sell	17,826 -8,000	-31%	-$617K	0.04%	211
2018 Q2	$1.97M	Hold	25,826	–	–	0.06%	213
2018 Q1	$2.01M	Hold	25,826	–	–	0.06%	203
2017 Q4	$2.11M	Hold	25,826	–	–	0.06%	204
2017 Q3	$1.79M	Hold	25,826	–	–	0.06%	192
2017 Q2	$1.69M	Hold	25,826	–	–	0.06%	200
2017 Q1	$1.63M	Hold	25,826	–	–	0.06%	205
2016 Q4	$1.83M	Sell	25,826 -3,600	-12%	-$236K	0.07%	191
2016 Q3	$1.75M	Hold	29,426	–	–	0.07%	189
2016 Q2	$1.45M	Hold	29,426	–	–	0.06%	192
2016 Q1	$1.43M	Sell	29,426 -964	-3%	-$44K	0.05%	195
2015 Q4	$1.46M	Hold	30,390	–	–	0.05%	189
2015 Q3	$1.34M	Hold	30,390	–	–	0.05%	189
2015 Q2	$1.45M	Hold	30,390	–	–	0.05%	196
2015 Q1	$1.41M	Hold	30,390	–	–	0.05%	195
2014 Q4	$1.35M	Hold	30,390	–	–	0.04%	214
2014 Q3	$1.21M	Hold	30,390	–	–	0.04%	214
2014 Q2	$1.35M	Hold	30,390	–	–	0.04%	221
2014 Q1	$1.42M	Hold	30,390	–	–	0.05%	211
2013 Q4	$1.29M	Sell	30,390 -1,238	-4%	-$48.3K	0.05%	179
2013 Q3	$1.24M	Sell	31,628 -8,677	-22%	-$352K	0.05%	164
2013 Q2	$1.64M	Buy	+40,305	New	+$1.58M	0.07%	163

Other funds holding EME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Jupiter Asset Management's EME Position: Q1 2026 in Review

Jupiter Asset Management sold out of Emcor (EME) in Q1 2026, closing a stake of 1,823 shares — an estimated $1.12M sold.

Jupiter Asset Management first reported a position in EME in Q2 2013 and held it in 28 quarters. The position peaked at $31.7M in Q4 2024. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Jupiter Asset Management reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 1,823 Emcor shares in Q1 2026, an estimated $1.12M.
Jupiter Asset Management first reported a position in Emcor in Q2 2013 and held it in 28 quarters.
Jupiter Asset Management's Emcor position peaked at $31.7M in Q4 2024.
1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.