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Oliver Luxxe Assets’s Emcor EME Stock Holding History

Oliver Luxxe Assets’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
-4,742
Closed -$2.04M – 196
2024
Q4 		$2.04M Hold
4,742
– – 0.37% 91
2024
Q3 		$2.04M Buy
4,742
+3,412
+257% +$1.29M 0.36% 92
2024
Q2 		$486K Sell
1,330
-3,380
-72% -$1.25M 0.1% 150
2024
Q1 		$1.65M Buy
4,710
+71
+2% +$19.1K 0.35% 85
2023
Q4 		$999K Buy
+4,639
New +$974K 0.23% 101

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 $3.38T AUM 44.17% 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

Oliver Luxxe Assets's EME Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of Emcor (EME) in Q1 2025, closing a stake of 4,742 shares — an estimated $2.04M sold.

Oliver Luxxe Assets first reported a position in EME in Q4 2023 and held it in 5 quarters. The position peaked at $2.04M in Q4 2024. 876 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Oliver Luxxe Assets reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 4,742 Emcor shares in Q1 2025, an estimated $2.04M.
  • Oliver Luxxe Assets first reported a position in Emcor in Q4 2023 and held it in 5 quarters.
  • Oliver Luxxe Assets's Emcor position peaked at $2.04M in Q4 2024.
  • 876 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.