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Simon Quick Advisors’s Emcor EME Stock Holding History

Simon Quick 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
Q4 		– Sell
-986
Closed -$640K – 405
2025
Q3 		$640K Buy
986
+131
+15% +$79.5K 0.03% 239
2025
Q2 		$457K Sell
855
-215
-20% -$94.9K 0.02% 256
2025
Q1 		$396K Buy
1,070
+52
+5% +$22.5K 0.02% 355
2024
Q4 		$462K Buy
1,018
+173
+20% +$81.8K 0.03% 264
2024
Q3 		$364K Buy
845
+196
+30% +$74K 0.02% 279
2024
Q2 		$237K Buy
+649
New +$239K 0.02% 330

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simon Quick Advisors's EME Position: Q4 2025 in Review

Simon Quick Advisors sold out of Emcor (EME) in Q4 2025, closing a stake of 986 shares — an estimated $640K sold.

Simon Quick Advisors first reported a position in EME in Q2 2024 and held it in 6 quarters. The position peaked at $640K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Simon Quick Advisors reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 986 Emcor shares in Q4 2025, an estimated $640K.
  • Simon Quick Advisors first reported a position in Emcor in Q2 2024 and held it in 6 quarters.
  • Simon Quick Advisors's Emcor position peaked at $640K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.