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Advisornet Financial’s ESCO Technologies ESE Stock Holding History

Advisornet Financial’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$585 – 2187
2023
Q4 		$585 Hold
5
– – ﹤0.01% 2055
2023
Q3 		$522 Hold
5
– – ﹤0.01% 1971
2023
Q2 		$518 Buy
5
+1
+25% +$96 ﹤0.01% 2046
2023
Q1 		$382 Sell
4
-1
-20% -$93 ﹤0.01% 2130
2022
Q4 		$438 Buy
+5
New +$431 ﹤0.01% 2065

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisornet Financial's ESE Position: Q1 2024 in Review

Advisornet Financial sold out of ESCO Technologies (ESE) in Q1 2024, closing a stake of 5 shares — an estimated $585 sold.

Advisornet Financial first reported a position in ESE in Q4 2022 and held it in 5 quarters. The position peaked at $585 in Q4 2023. 244 funds tracked by Wall St. Rank hold ESE as of Q1 2024.

  • Advisornet Financial reported no remaining ESCO Technologies position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 5 ESCO Technologies shares in Q1 2024, an estimated $585.
  • Advisornet Financial first reported a position in ESCO Technologies in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's ESCO Technologies position peaked at $585 in Q4 2023.
  • 244 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.