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MinichMacGregor Wealth Management’s Emcor EME Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-19,893
Closed -$9.03M – 131
2024
Q4 		$9.03M Buy
19,893
+494
+3% +$234K 1.87% 19
2024
Q3 		$8.35M Buy
+19,399
New +$7.32M 1.79% 28
2023
Q1 		– Sell
-11
Closed -$1.63K – 246
2022
Q4 		$1.63K Buy
+11
New +$1.56K ﹤0.01% 590

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 $2.3T AUM 54.33% 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 $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's EME Position: Q1 2025 in Review

MinichMacGregor Wealth Management sold out of Emcor (EME) in Q1 2025, closing a stake of 19,893 shares — an estimated $9.03M sold.

MinichMacGregor Wealth Management first reported a position in EME in Q4 2022 and held it in 3 quarters. The position peaked at $9.03M in Q4 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • MinichMacGregor Wealth Management reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 19,893 Emcor shares in Q1 2025, an estimated $9.03M.
  • MinichMacGregor Wealth Management first reported a position in Emcor in Q4 2022 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Emcor position peaked at $9.03M in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.