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LGT Financial Advisors’s Emcor EME Stock Holding History

LGT Financial Advisors’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
-1
Closed -$535 – 467
2025
Q2 		$535 Buy
+1
New +$441 ﹤0.01% 428
2025
Q1 		– Sell
-143
Closed -$64.9K – 433
2024
Q4 		$64.9K Hold
143
– – 0.14% 127
2024
Q3 		$61.6K Hold
143
– – 0.15% 104
2024
Q2 		$52.2K Hold
143
– – 0.11% 161
2024
Q1 		$50.1K Hold
143
– – 0.06% 230
2023
Q4 		$30.8K Hold
143
– – 0.04% 267
2023
Q3 		$30.1K Buy
+143
New +$29.9K 0.04% 277

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LGT Financial Advisors's EME Position: Q3 2025 in Review

LGT Financial Advisors sold out of Emcor (EME) in Q3 2025, closing a stake of 1 share — an estimated $535 sold.

LGT Financial Advisors first reported a position in EME in Q3 2023 and held it in 7 quarters. The position peaked at $64.9K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • LGT Financial Advisors reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 Emcor share in Q3 2025, an estimated $535.
  • LGT Financial Advisors first reported a position in Emcor in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Emcor position peaked at $64.9K in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.