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Adirondack Retirement Specialists’s Espey Mfg & Electronics Corp ESP Stock Holding History

Adirondack Retirement Specialists’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-250
Closed -$4.19K – 54
2023
Q2 		$4.19K Sell
250
-100
-29% -$1.94K ﹤0.01% 78
2023
Q1 		$7.18K Buy
350
+100
+40% +$1.78K 0.01% 75
2022
Q4 		$3.55K Hold
250
– – ﹤0.01% 72
2022
Q3 		$3K Buy
+250
New +$3.49K ﹤0.01% 78

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adirondack Retirement Specialists's ESP Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Espey Mfg & Electronics Corp (ESP) in Q3 2023, closing a stake of 250 shares — an estimated $4.19K sold.

Adirondack Retirement Specialists first reported a position in ESP in Q3 2022 and held it in 4 quarters. The position peaked at $7.18K in Q1 2023. 21 funds tracked by Wall St. Rank hold ESP as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Espey Mfg & Electronics Corp position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 250 Espey Mfg & Electronics Corp shares in Q3 2023, an estimated $4.19K.
  • Adirondack Retirement Specialists first reported a position in Espey Mfg & Electronics Corp in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Espey Mfg & Electronics Corp position peaked at $7.18K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.