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Petrus Trust Company’s Emcor EME Stock Holding History

Petrus Trust Company’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
-416
Closed -$223K – 280
2025
Q2 		$223K Buy
+416
New +$184K 0.02% 439
2024
Q3 		– Sell
-1,388
Closed -$507K – 608
2024
Q2 		$507K Buy
1,388
+606
+77% +$224K 0.05% 230
2024
Q1 		$274K Sell
782
-532
-40% -$143K 0.02% 473
2023
Q4 		$283K Buy
+1,314
New +$276K 0.03% 467
2020
Q4 		– Sell
-3,660
Closed -$248K – 113
2020
Q3 		$248K Buy
+3,660
New +$254K 0.03% 133

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Petrus Trust Company's EME Position: Q3 2025 in Review

Petrus Trust Company sold out of Emcor (EME) in Q3 2025, closing a stake of 416 shares — an estimated $223K sold.

Petrus Trust Company first reported a position in EME in Q3 2020 and held it in 5 quarters. The position peaked at $507K in Q2 2024. 1,066 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Petrus Trust Company reported no remaining Emcor position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 416 Emcor shares in Q3 2025, an estimated $223K.
  • Petrus Trust Company first reported a position in Emcor in Q3 2020 and held it in 5 quarters.
  • Petrus Trust Company's Emcor position peaked at $507K in Q2 2024.
  • 1,066 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.