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Synergy Asset Management’s Emcor EME Stock Holding History

Synergy Asset Management’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
-1,440
Closed -$770K – 246
2025
Q3 		$770K Buy
1,440
+720
+100% +$437K 0.03% 188
2025
Q2 		$385K Sell
720
-51
-7% -$22.5K 0.04% 137
2025
Q1 		$285K Buy
+771
New +$333K 0.04% 145

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Synergy Asset Management's EME Position: Q4 2025 in Review

Synergy Asset Management sold out of Emcor (EME) in Q4 2025, closing a stake of 1,440 shares — an estimated $770K sold.

Synergy Asset Management first reported a position in EME in Q1 2025 and held it in 3 quarters. The position peaked at $770K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Synergy Asset Management reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,440 Emcor shares in Q4 2025, an estimated $770K.
  • Synergy Asset Management first reported a position in Emcor in Q1 2025 and held it in 3 quarters.
  • Synergy Asset Management's Emcor position peaked at $770K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.