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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Whittier Trust's EME Position: Q4 2025 in Review

Whittier Trust sold out of Emcor (EME) in Q4 2025, closing a stake of 199 shares — an estimated $130K sold.

Whittier Trust first reported a position in EME in Q3 2022 and held it in 13 quarters. The position peaked at $130K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold EME as of Q4 2025.

Whittier Trust reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 199 Emcor shares in Q4 2025, an estimated $130K.
Whittier Trust first reported a position in Emcor in Q3 2022 and held it in 13 quarters.
Whittier Trust's Emcor position peaked at $130K in Q3 2025.
1,096 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.