Oxford Financial Group’s Emcor EME Stock Holding History

Oxford Financial Group’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	-2,411	Closed	-$1.09M	–	274
2024 Q4	$1.09M	Buy	+2,411	New	+$1.14M	0.07%	86

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Oxford Financial Group's EME Position: Q1 2025 in Review

Oxford Financial Group sold out of Emcor (EME) in Q1 2025, closing a stake of 2,411 shares — an estimated $1.09M sold.

Oxford Financial Group first reported a position in EME in Q4 2024 and held it in 1 quarter. The position peaked at $1.09M in Q4 2024. 873 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Oxford Financial Group reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 2,411 Emcor shares in Q1 2025, an estimated $1.09M.
Oxford Financial Group first reported a position in Emcor in Q4 2024 and held it in 1 quarter.
Oxford Financial Group's Emcor position peaked at $1.09M in Q4 2024.
873 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.