WT
EME icon

Whittier Trust’s Emcor EME Stock Holding History

Whittier Trust’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
-199
Closed -$130K – 1372
2025
Q3 		$130K Hold
199
– – ﹤0.01% 670
2025
Q2 		$106K Hold
199
– – ﹤0.01% 780
2025
Q1 		$73.6K Sell
199
-80
-29% -$34.6K ﹤0.01% 851
2024
Q4 		$127K Buy
279
+80
+40% +$37.9K ﹤0.01% 744
2024
Q3 		$85.7K Hold
199
– – ﹤0.01% 827
2024
Q2 		$72.6K Hold
199
– – ﹤0.01% 842
2024
Q1 		$69.7K Hold
199
– – ﹤0.01% 863
2023
Q4 		$42.9K Sell
199
-159
-44% -$33.4K ﹤0.01% 951
2023
Q3 		$75.3K Hold
358
– – ﹤0.01% 837
2023
Q2 		$66.2K Buy
358
+159
+80% +$26.6K ﹤0.01% 872
2023
Q1 		$32.4K Hold
199
– – ﹤0.01% 1045
2022
Q4 		$29.5K Hold
199
– – ﹤0.01% 1069
2022
Q3 		$23K Buy
+199
New +$22.7K ﹤0.01% 1136

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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