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Total Wealth Planning & Management’s Emcor EME Stock Holding History

Total Wealth Planning & 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
Q1 		– Sell
-477
Closed -$217K – 207
2024
Q4 		$217K Buy
+477
New +$226K 0.2% 171

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Total Wealth Planning & Management's EME Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Emcor (EME) in Q1 2025, closing a stake of 477 shares — an estimated $217K sold.

Total Wealth Planning & Management first reported a position in EME in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 873 funds tracked by Wall St. Rank hold EME as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 477 Emcor shares in Q1 2025, an estimated $217K.
  • Total Wealth Planning & Management first reported a position in Emcor in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Emcor position peaked at $217K in Q4 2024.
  • 873 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.