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Leeward Investments’s Emcor EME Stock Holding History

Leeward Investments’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
2024
Q4 		– Sell
-17,277
Closed -$7.44M – 148
2024
Q3 		$7.44M Sell
17,277
-47,464
-73% -$17.9M 0.35% 126
2024
Q2 		$23.6M Buy
64,741
+3,464
+6% +$1.28M 1.09% 19
2024
Q1 		$21.5M Sell
61,277
-22,209
-27% -$5.96M 0.95% 25
2023
Q4 		$18M Sell
83,486
-25,015
-23% -$5.25M 0.84% 37
2023
Q3 		$22.8M Sell
108,501
-8,313
-7% -$1.74M 1.17% 14
2023
Q2 		$21.6M Sell
116,814
-3,125
-3% -$523K 1.01% 17
2023
Q1 		$19.5M Sell
119,939
-3,116
-3% -$479K 0.89% 31
2022
Q4 		$18.2M Sell
123,055
-3,530
-3% -$501K 0.81% 45
2022
Q3 		$14.6M Sell
126,585
-2,422
-2% -$277K 0.7% 58
2022
Q2 		$13.3M Sell
129,007
-3,758
-3% -$402K 0.61% 70
2022
Q1 		$15M Buy
+132,765
New +$15.6M 0.59% 72

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leeward Investments's EME Position: Q4 2024 in Review

Leeward Investments sold out of Emcor (EME) in Q4 2024, closing a stake of 17,277 shares — an estimated $7.44M sold.

Leeward Investments first reported a position in EME in Q1 2022 and held it in 11 quarters. The position peaked at $23.6M in Q2 2024. 890 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • Leeward Investments reported no remaining Emcor position as of Q4 2024 after selling out during the quarter.
  • Leeward Investments sold 17,277 Emcor shares in Q4 2024, an estimated $7.44M.
  • Leeward Investments first reported a position in Emcor in Q1 2022 and held it in 11 quarters.
  • Leeward Investments's Emcor position peaked at $23.6M in Q2 2024.
  • 890 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on Leeward Investments's 13F filing for Q4 2024, filed 4 Feb 2025.