McAdam LLC’s Emcor EME Stock Holding History

McAdam LLC’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	-1,571	Closed	-$713K	–	359
2024 Q4	$713K	Sell	1,571 -615	-28%	-$291K	0.04%	162
2024 Q3	$941K	Sell	2,186 -455	-17%	-$172K	0.05%	137
2024 Q2	$964K	Buy	+2,641	New	+$974K	0.06%	123

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McAdam LLC's EME Position: Q1 2025 in Review

McAdam LLC sold out of Emcor (EME) in Q1 2025, closing a stake of 1,571 shares — an estimated $713K sold.

McAdam LLC first reported a position in EME in Q2 2024 and held it in 3 quarters. The position peaked at $964K in Q2 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

McAdam LLC reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
McAdam LLC sold 1,571 Emcor shares in Q1 2025, an estimated $713K.
McAdam LLC first reported a position in Emcor in Q2 2024 and held it in 3 quarters.
McAdam LLC's Emcor position peaked at $964K in Q2 2024.
875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.