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Leavell Investment Management’s Emcor EME Stock Holding History

Leavell Investment 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
2025
Q3 		– Sell
-462
Closed -$247K – 598
2025
Q2 		$247K Buy
+462
New +$204K 0.01% 522
2025
Q1 		– Sell
-531
Closed -$241K – 557
2024
Q4 		$241K Sell
531
-591
-53% -$280K 0.01% 498
2024
Q3 		$483K Hold
1,122
– – 0.02% 387
2024
Q2 		$410K Buy
+1,122
New +$414K 0.02% 388

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return