TwinBeech Capital’s Emcor EME Stock Holding History

TwinBeech Capital’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 Q2	–	Sell	-22,598	Closed	-$8.35M	–	736
2025 Q1	$8.35M	Buy	22,598 +22,125	+4,678%	+$9.57M	0.15%	172
2024 Q4	$215K	Buy	+473	New	+$224K	﹤0.01%	556
2024 Q3	–	Sell	-22,597	Closed	-$8.25M	–	729
2024 Q2	$8.25M	Buy	+22,597	New	+$8.34M	0.16%	159
2024 Q1	–	Sell	-94,378	Closed	-$20.3M	–	630
2023 Q4	$20.3M	Buy	94,378 +7,907	+9%	+$1.66M	0.33%	86
2023 Q3	$18.2M	Buy	86,471 +48,171	+126%	+$10.1M	0.35%	78
2023 Q2	$7.08M	Buy	+38,300	New	+$6.41M	0.14%	186
2023 Q1	–	Sell	-4,906	Closed	-$727K	–	696
2022 Q4	$727K	Buy	+4,906	New	+$696K	0.01%	551
2020 Q4	–	Sell	-7,889	Closed	-$534K	–	474
2020 Q3	$534K	Buy	+7,889	New	+$547K	0.12%	248

Other funds holding EME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 $18.8B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return