NewSquare Capital’s Emcor EME Stock Holding History

NewSquare 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 Q3	–	Sell	-30	Closed	-$16K	–	493
2025 Q2	$16K	Buy	30 +9	+43%	+$3.97K	﹤0.01%	532
2025 Q1	$7.76K	Buy	+21	New	+$9.08K	﹤0.01%	600
2024 Q4	–	Sell	-166	Closed	-$71.5K	–	921
2024 Q3	$71.5K	Sell	166 -21,094	-99%	-$7.96M	0.01%	160
2024 Q2	$7.76M	Buy	21,260 +1,630	+8%	+$601K	0.67%	40
2024 Q1	$6.87M	Buy	19,630 +105	+0.5%	+$28.2K	0.61%	56
2023 Q4	$4.21M	Buy	19,525 +1,000	+5%	+$210K	0.4%	88
2023 Q3	$3.9M	Buy	18,525 +1,072	+6%	+$224K	0.41%	75
2023 Q2	$3.22M	Buy	+17,453	New	+$2.92M	0.34%	95
2016 Q2	–	Sell	-49	Closed	-$2K	–	363
2016 Q1	$2K	Buy	+49	New	+$2.24K	﹤0.01%	381

Other funds holding EME

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return