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Roman Butler Fullerton & Co’s Emcor EME Stock Holding History

Roman Butler Fullerton & Co’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
Q2 		– Sell
-889
Closed -$347K – 251
2025
Q1 		$347K Sell
889
-2,703
-75% -$1.17M 0.13% 156
2024
Q4 		$1.54M Sell
3,592
-802
-18% -$379K 0.49% 53
2024
Q3 		$1.96M Buy
4,394
+249
+6% +$94K 0.59% 39
2024
Q2 		$1.55M Sell
4,145
-580
-12% -$214K 0.5% 45
2024
Q1 		$1.57M Buy
+4,725
New +$1.27M 0.59% 42

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Roman Butler Fullerton & Co's EME Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of Emcor (EME) in Q2 2025, closing a stake of 889 shares — an estimated $347K sold.

Roman Butler Fullerton & Co first reported a position in EME in Q1 2024 and held it in 5 quarters. The position peaked at $1.96M in Q3 2024. 945 funds tracked by Wall St. Rank hold EME as of Q2 2025.

  • Roman Butler Fullerton & Co reported no remaining Emcor position as of Q2 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 889 Emcor shares in Q2 2025, an estimated $347K.
  • Roman Butler Fullerton & Co first reported a position in Emcor in Q1 2024 and held it in 5 quarters.
  • Roman Butler Fullerton & Co's Emcor position peaked at $1.96M in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Emcor as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.