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Richard W. Paul & Associates’s Emcor EME Stock Holding History

Richard W. Paul & Associates’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
-43
Closed -$19.5K – 397
2024
Q4 		$19.5K Hold
43
– – 0.01% 259
2024
Q3 		$18.5K Hold
43
– – 0.01% 265
2024
Q2 		$15.7K Buy
+43
New +$15.9K 0.01% 275

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

Richard W. Paul & Associates's EME Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Emcor (EME) in Q1 2025, closing a stake of 43 shares — an estimated $19.5K sold.

Richard W. Paul & Associates first reported a position in EME in Q2 2024 and held it in 3 quarters. The position peaked at $19.5K in Q4 2024. 876 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 43 Emcor shares in Q1 2025, an estimated $19.5K.
  • Richard W. Paul & Associates first reported a position in Emcor in Q2 2024 and held it in 3 quarters.
  • Richard W. Paul & Associates's Emcor position peaked at $19.5K in Q4 2024.
  • 876 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.