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Petra Financial Advisors’s Emcor EME Stock Holding History

Petra Financial Advisors’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
-1,739
Closed -$789K – 127
2024
Q4 		$789K Buy
1,739
+24
+1% +$11.4K 0.54% 47
2024
Q3 		$738K Sell
1,715
-58
-3% -$21.9K 0.49% 59
2024
Q2 		$647K Buy
+1,773
New +$654K 0.47% 63

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

Petra Financial Advisors's EME Position: Q1 2025 in Review

Petra Financial Advisors sold out of Emcor (EME) in Q1 2025, closing a stake of 1,739 shares — an estimated $789K sold.

Petra Financial Advisors first reported a position in EME in Q2 2024 and held it in 3 quarters. The position peaked at $789K in Q4 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Petra Financial Advisors reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 1,739 Emcor shares in Q1 2025, an estimated $789K.
  • Petra Financial Advisors first reported a position in Emcor in Q2 2024 and held it in 3 quarters.
  • Petra Financial Advisors's Emcor position peaked at $789K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Petra Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.