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Lindbrook Capital’s Emcor EME Stock Holding History

Lindbrook Capital’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 		$106K Buy
287
+91
+46% +$39.4K 0.01% 651
2024
Q4 		$89K Sell
196
-29
-13% -$13.7K 0.01% 591
2024
Q3 		$96.9K Buy
225
+1
+0.4% +$377 0.01% 572
2024
Q2 		$81.8K Buy
224
+11
+5% +$4.06K 0.01% 607
2024
Q1 		$74.6K Buy
213
+5
+2% +$1.34K 0.01% 636
2023
Q4 		$44.8K Buy
208
+51
+32% +$10.7K ﹤0.01% 791
2023
Q3 		$33K Hold
157
– – ﹤0.01% 831
2023
Q2 		$29K Hold
157
– – ﹤0.01% 911
2023
Q1 		$25.5K Sell
157
-4
-2% -$615 ﹤0.01% 957
2022
Q4 		$23.8K Buy
161
+61
+61% +$8.66K ﹤0.01% 975
2022
Q3 		$12K Buy
100
+32
+47% +$3.66K ﹤0.01% 1235
2022
Q2 		$7K Buy
68
+10
+17% +$1.07K ﹤0.01% 1398
2022
Q1 		$7K Buy
58
+5
+9% +$589 ﹤0.01% 1440
2021
Q4 		$7K Hold
53
– – ﹤0.01% 1396
2021
Q3 		$6K Hold
53
– – ﹤0.01% 1176
2021
Q2 		$7K Hold
53
– – ﹤0.01% 1181
2021
Q1 		$6K Hold
53
– – ﹤0.01% 1200
2020
Q4 		$5K Hold
53
– – ﹤0.01% 1176
2020
Q3 		$4K Hold
53
– – ﹤0.01% 1166
2020
Q2 		$4K Sell
53
-65
-55% -$4.07K ﹤0.01% 1147
2020
Q1 		$7K Buy
118
+30
+34% +$2.31K ﹤0.01% 863
2019
Q4 		$8K Hold
88
– – ﹤0.01% 977
2019
Q3 		$8K Hold
88
– – ﹤0.01% 950
2019
Q2 		$7K Hold
88
– – ﹤0.01% 979
2019
Q1 		$6K Hold
88
– – ﹤0.01% 1026
2018
Q4 		$5K Buy
+88
New +$6.09K ﹤0.01% 1004

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's EME Position: Q1 2025 in Review

Lindbrook Capital increased its Emcor (EME) stake by 46% in Q1 2025, buying an estimated $39.4K and bringing the position to 287 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #651.

Lindbrook Capital first reported a position in EME in Q4 2018 and has held it in 26 quarters since. 874 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Lindbrook Capital held 287 shares of Emcor worth $106K as of Q1 2025.
  • Lindbrook Capital bought 91 Emcor shares in Q1 2025, an estimated $39.4K.
  • Emcor made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #651 holding.
  • Lindbrook Capital first reported a position in Emcor in Q4 2018 and has held it in 26 quarters since.
  • 874 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.