Systematic Financial Management’s Emcor EME Stock Holding History

Systematic Financial 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
2026 Q1	$84.5M	Sell	114,503 -13,306	-10%	-$9.68M	1.94%	4
2025 Q4	$78.2M	Sell	127,809 -14,294	-10%	-$9.26M	1.84%	2
2025 Q3	$92.3M	Sell	142,103 -13,054	-8%	-$7.92M	2.24%	1
2025 Q2	$83M	Sell	155,157 -310	-0.2%	-$137K	2.21%	1
2025 Q1	$57.5M	Sell	155,467 -1,752	-1%	-$758K	1.64%	4
2024 Q4	$71.4M	Sell	157,219 -10,497	-6%	-$4.97M	1.82%	2
2024 Q3	$72.2M	Buy	167,716 +9,100	+6%	+$3.43M	1.84%	1
2024 Q2	$57.9M	Sell	158,616 -26,077	-14%	-$9.62M	1.76%	3
2024 Q1	$64.7M	Sell	184,693 -47,889	-21%	-$12.9M	1.81%	3
2023 Q4	$50.1M	Sell	232,582 -30,702	-12%	-$6.44M	1.49%	3
2023 Q3	$55.4M	Sell	263,284 -51,170	-16%	-$10.7M	1.78%	3
2023 Q2	$58.1M	Sell	314,454 -12,119	-4%	-$2.03M	1.83%	3
2023 Q1	$53.1M	Sell	326,573 -9,812	-3%	-$1.51M	1.74%	3
2022 Q4	$49.8M	Sell	336,385 -11,631	-3%	-$1.65M	1.63%	4
2022 Q3	$40.2M	Sell	348,016 -3,700	-1%	-$423K	1.47%	6
2022 Q2	$36.2M	Sell	351,716 -3,708	-1%	-$396K	1.26%	10
2022 Q1	$40M	Buy	355,424 +23,021	+7%	+$2.71M	1.25%	9
2021 Q4	$42.3M	Buy	332,403 +8,833	+3%	+$1.09M	1.26%	7
2021 Q3	$37.3M	Buy	323,570 +16,539	+5%	+$1.98M	1.16%	10
2021 Q2	$37.8M	Buy	307,031 +40,566	+15%	+$4.95M	1.14%	12
2021 Q1	$29.9M	Sell	266,465 -13,528	-5%	-$1.36M	1.09%	16
2020 Q4	$25.6M	Sell	279,993 -28,793	-9%	-$2.31M	1.12%	10
2020 Q3	$20.9M	Sell	308,786 -11,891	-4%	-$825K	1.14%	11
2020 Q2	$21.2M	Sell	320,677 -10,957	-3%	-$686K	1.1%	13
2020 Q1	$20.3M	Sell	331,634 -19,541	-6%	-$1.51M	1.25%	7
2019 Q4	$30.3M	Buy	351,175 +11,902	+4%	+$1.05M	1.19%	7
2019 Q3	$29.2M	Sell	339,273 -40,255	-11%	-$3.42M	1.31%	6
2019 Q2	$33.4M	Sell	379,528 -45,686	-11%	-$3.7M	1.3%	2
2019 Q1	$31.1M	Sell	425,214 -94,416	-18%	-$6.41M	1.06%	3
2018 Q4	$31M	Buy	519,630 +13,116	+3%	+$908K	0.95%	6
2018 Q3	$38M	Buy	506,514 +50,931	+11%	+$3.93M	0.92%	7
2018 Q2	$34.7M	Buy	455,583 +211,837	+87%	+$16.4M	0.85%	10
2018 Q1	$19M	Buy	243,746 +5,464	+2%	+$433K	0.42%	70
2017 Q4	$19.5M	Sell	238,282 -24,757	-9%	-$1.92M	0.39%	82
2017 Q3	$18.3M	Sell	263,039 -76,935	-23%	-$5.09M	0.37%	91
2017 Q2	$22.2M	Buy	339,974 +863	+0.3%	+$55.5K	0.41%	70
2017 Q1	$21.3M	Sell	339,111 -8,136	-2%	-$540K	0.38%	81
2016 Q4	$24.6M	Sell	347,247 -15,678	-4%	-$1.03M	0.39%	71
2016 Q3	$21.6M	Sell	362,925 -31,526	-8%	-$1.74M	0.3%	98
2016 Q2	$19.4M	Sell	394,451 -5,546	-1%	-$264K	0.26%	99
2016 Q1	$19.4M	Sell	399,997 -11,090	-3%	-$506K	0.24%	103
2015 Q4	$19.7M	Sell	411,087 -12,802	-3%	-$614K	0.22%	96
2015 Q3	$18.8M	Buy	423,889 +64,718	+18%	+$3.02M	0.2%	113
2015 Q2	$17.2M	Sell	359,171 -18,218	-5%	-$849K	0.15%	155
2015 Q1	$17.5M	Buy	377,389 +23,182	+7%	+$1.01M	0.14%	159
2014 Q4	$15.8M	Buy	354,207 +36,553	+12%	+$1.57M	0.12%	179
2014 Q3	$12.7M	Buy	317,654 +42,923	+16%	+$1.84M	0.09%	218
2014 Q2	$12.2M	Buy	274,731 +7,093	+3%	+$322K	0.08%	249
2014 Q1	$12.5M	Sell	267,638 -2,387	-0.9%	-$105K	0.09%	248
2013 Q4	$11.5M	Sell	270,025 -2,494,430	-90%	-$97.3M	0.08%	243
2013 Q3	$108M	Buy	2,764,455 +107,236	+4%	+$4.35M	0.86%	34
2013 Q2	$108M	Buy	+2,657,219	New	+$104M	0.93%	24