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Mount Lucas Management’s Emcor EME Stock Holding History

Mount Lucas 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
2026
Q1 		– Sell
-924
Closed -$565K – 176
2025
Q4 		$565K Sell
924
-19
-2% -$12.3K 0.23% 141
2025
Q3 		$613K Sell
943
-73
-7% -$44.3K 0.25% 133
2025
Q2 		$543K Sell
1,016
-1,310
-56% -$578K 0.23% 137
2025
Q1 		$860K Buy
2,326
+1,181
+103% +$511K 0.28% 84
2024
Q4 		$520K Sell
1,145
-243
-18% -$115K 0.18% 103
2024
Q3 		$598K Buy
1,388
+34
+3% +$12.8K 0.2% 118
2024
Q2 		$494K Buy
+1,354
New +$500K 0.14% 119

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Lucas Management's EME Position: Q1 2026 in Review

Mount Lucas Management sold out of Emcor (EME) in Q1 2026, closing a stake of 924 shares — an estimated $565K sold.

Mount Lucas Management first reported a position in EME in Q2 2024 and held it in 7 quarters. The position peaked at $860K in Q1 2025. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Mount Lucas Management reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 924 Emcor shares in Q1 2026, an estimated $565K.
  • Mount Lucas Management first reported a position in Emcor in Q2 2024 and held it in 7 quarters.
  • Mount Lucas Management's Emcor position peaked at $860K in Q1 2025.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.