Private Advisory Group’s Emcor EME Stock Holding History

Private Advisory 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	-2,032	Closed	-$922K	–	213
2024 Q4	$922K	Sell	2,032 -119	-6%	-$56.3K	0.1%	123
2024 Q3	$926K	Buy	2,151 +423	+24%	+$160K	0.11%	127
2024 Q2	$631K	Buy	+1,728	New	+$637K	0.08%	127
2024 Q1	–	Sell	-3,012	Closed	-$649K	–	190
2023 Q4	$649K	Buy	+3,012	New	+$632K	0.11%	128
2017 Q1	–	Sell	-3,258	Closed	-$231K	–	140
2016 Q4	$231K	Buy	+3,258	New	+$214K	0.16%	121

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Advisory Group's EME Position: Q1 2025 in Review

Private Advisory Group sold out of Emcor (EME) in Q1 2025, closing a stake of 2,032 shares — an estimated $922K sold.

Private Advisory Group first reported a position in EME in Q4 2016 and held it in 5 quarters. The position peaked at $926K in Q3 2024. 875 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Private Advisory Group reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 2,032 Emcor shares in Q1 2025, an estimated $922K.
Private Advisory Group first reported a position in Emcor in Q4 2016 and held it in 5 quarters.
Private Advisory Group's Emcor position peaked at $926K in Q3 2024.
875 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.