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Sheaff Brock Investment Advisors’s Emcor EME Stock Holding History

Sheaff Brock Investment Advisors’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 		$2.07M Sell
5,612
-35
-0.6% -$15.1K 0.19% 96
2024
Q4 		$2.56M Sell
5,647
-126
-2% -$59.6K 0.22% 86
2024
Q3 		$2.49M Buy
5,773
+45
+0.8% +$17K 0.22% 89
2024
Q2 		$2.09M Sell
5,728
-2,159
-27% -$796K 0.19% 101
2024
Q1 		$2.76M Buy
7,887
+409
+5% +$110K 0.17% 88
2023
Q4 		$1.61M Buy
7,478
+217
+3% +$45.5K 0.12% 121
2023
Q3 		$1.53M Buy
+7,261
New +$1.52M 0.14% 114

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 $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's EME Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Emcor (EME) stake by 0.62% in Q1 2025, selling an estimated $15.1K and leaving 5,612 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #96.

Sheaff Brock Investment Advisors first reported a position in EME in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.76M in Q1 2024. 874 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Sheaff Brock Investment Advisors held 5,612 shares of Emcor worth $2.07M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 35 Emcor shares in Q1 2025, an estimated $15.1K.
  • Emcor made up 0.19% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #96 holding.
  • Sheaff Brock Investment Advisors first reported a position in Emcor in Q3 2023 and has held it in 7 quarters since.
  • Sheaff Brock Investment Advisors's Emcor position peaked at $2.76M in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.