Saturna Capital’s Emcor EME Stock Holding History

Saturna Capital’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
2026 Q1	$1.97M	Buy	2,670 +917	+52%	+$667K	0.03%	76
2025 Q4	$1.07M	Buy	1,753 +650	+59%	+$421K	0.01%	94
2025 Q3	$716K	Sell	1,103 -39	-3%	-$23.7K	0.01%	106
2025 Q2	$611K	Hold	1,142	–	–	0.01%	118
2025 Q1	$422K	Buy	1,142 +73	+7%	+$31.6K	0.01%	127
2024 Q4	$485K	Buy	1,069 +109	+11%	+$51.6K	0.01%	125
2024 Q3	$413K	Buy	960 +110	+13%	+$41.5K	0.01%	130
2024 Q2	$310K	Buy	+850	New	+$314K	﹤0.01%	147
2022 Q1	–	Sell	-89,650	Closed	-$11.4M	–	176
2021 Q4	$11.4M	Hold	89,650	–	–	0.2%	62
2021 Q3	$10.6M	Hold	89,650	–	–	0.21%	61
2021 Q2	$11M	Hold	89,650	–	–	0.23%	61
2021 Q1	$10.1M	Sell	89,650 -35,750	-29%	-$3.58M	0.22%	60
2020 Q4	$11.5M	Sell	125,400 -14,600	-10%	-$1.17M	0.26%	63
2020 Q3	$9.48M	Hold	140,000	–	–	0.24%	61
2020 Q2	$9.26M	Sell	140,000 -542,750	-79%	-$34M	0.26%	60
2020 Q1	$41.9M	Hold	682,750	–	–	1.36%	31
2019 Q4	$58.9M	Hold	682,750	–	–	1.59%	25
2019 Q3	$58.8M	Hold	682,750	–	–	1.71%	21
2019 Q2	$60.1M	Hold	682,750	–	–	1.77%	21
2019 Q1	$49.9M	Hold	682,750	–	–	1.46%	27
2018 Q4	$40.8M	Hold	682,750	–	–	1.37%	30
2018 Q3	$51.3M	Hold	682,750	–	–	1.49%	25
2018 Q2	$52M	Hold	682,750	–	–	1.67%	18
2018 Q1	$53.2M	Hold	682,750	–	–	1.69%	21
2017 Q4	$55.8M	Hold	682,750	–	–	1.71%	22
2017 Q3	$47.4M	Sell	682,750 -6,895	-1%	-$457K	1.53%	26
2017 Q2	$45.1M	Hold	689,645	–	–	1.5%	26
2017 Q1	$43.4M	Sell	689,645 -4,798	-0.7%	-$318K	1.47%	28
2016 Q4	$49.1M	Sell	694,443 -17,250	-2%	-$1.13M	1.73%	16
2016 Q3	$42.4M	Hold	711,693	–	–	1.38%	27
2016 Q2	$35.1M	Hold	711,693	–	–	1.12%	40
2016 Q1	$34.3M	Hold	711,693	–	–	1.1%	40
2015 Q4	$34.2M	Sell	711,693 -20,175	-3%	-$968K	1.06%	41
2015 Q3	$32.4M	Hold	731,868	–	–	1.02%	39
2015 Q2	$35M	Buy	731,868 +13,281	+2%	+$619K	0.98%	41
2015 Q1	$33.4M	Hold	718,587	–	–	0.9%	49
2014 Q4	$32M	Buy	718,587 +247	+0%	+$10.6K	0.84%	54
2014 Q3	$28.7M	Buy	718,340 +13,542	+2%	+$582K	0.77%	58
2014 Q2	$31.4M	Hold	704,798	–	–	0.82%	57
2014 Q1	$33M	Hold	704,798	–	–	0.87%	53
2013 Q4	$29.9M	Buy	704,798 +4,798	+0.7%	+$187K	0.76%	60
2013 Q3	$27.4M	Hold	700,000	–	–	0.73%	64
2013 Q2	$28.5M	Buy	+700,000	New	+$27.4M	0.78%	59

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Saturna Capital's EME Position: Q1 2026 in Review

Saturna Capital increased its Emcor (EME) stake by 52% in Q1 2026, buying an estimated $667K and bringing the position to 2,670 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #76.

Saturna Capital first reported a position in EME in Q2 2013 and has held it in 43 quarters since. The position peaked at $60.1M in Q2 2019. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Saturna Capital held 2,670 shares of Emcor worth $1.97M as of Q1 2026.
Saturna Capital bought 917 Emcor shares in Q1 2026, an estimated $667K.
Emcor made up 0.03% of Saturna Capital's portfolio in Q1 2026, its #76 holding.
Saturna Capital first reported a position in Emcor in Q2 2013 and has held it in 43 quarters since.
Saturna Capital's Emcor position peaked at $60.1M in Q2 2019.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.