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Kapitalo Investimentos’s Emcor EME Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-573
Closed -$260K – 164
2024
Q4 		$260K Buy
+573
New +$271K 0.17% 57
2024
Q3 		– Sell
-811
Closed -$296K – 182
2024
Q2 		$296K Buy
+811
New +$299K 0.09% 87
2024
Q1 		– Sell
-2,056
Closed -$443K – 352
2023
Q4 		$443K Sell
2,056
-446
-18% -$93.6K 0.09% 122
2023
Q3 		$526K Buy
2,502
+1,856
+287% +$388K 0.07% 99
2023
Q2 		$119K Buy
+646
New +$108K 0.02% 324

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapitalo Investimentos's EME Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Emcor (EME) in Q1 2025, closing a stake of 573 shares — an estimated $260K sold.

Kapitalo Investimentos first reported a position in EME in Q2 2023 and held it in 5 quarters. The position peaked at $526K in Q3 2023. 876 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 573 Emcor shares in Q1 2025, an estimated $260K.
  • Kapitalo Investimentos first reported a position in Emcor in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Emcor position peaked at $526K in Q3 2023.
  • 876 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.