Advisory Research’s ESCO Technologies ESE Stock Holding History

Advisory Research’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	-7,981	Closed	-$934K	–	213
2023 Q4	$934K	Sell	7,981 -11,908	-60%	-$1.25M	0.14%	170
2023 Q3	$2.08M	Buy	19,889 +10,602	+114%	+$1.09M	0.29%	97
2023 Q2	$962K	Buy	+9,287	New	+$892K	0.12%	205
2014 Q2	–	Sell	-3,000	Closed	-$106K	–	439
2014 Q1	$106K	Buy	+3,000	New	+$105K	﹤0.01%	341

Other funds holding ESE

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisory Research's ESE Position: Q1 2024 in Review

Advisory Research sold out of ESCO Technologies (ESE) in Q1 2024, closing a stake of 7,981 shares — an estimated $934K sold.

Advisory Research first reported a position in ESE in Q1 2014 and held it in 4 quarters. The position peaked at $2.08M in Q3 2023. 244 funds tracked by Wall St. Rank hold ESE as of Q1 2024.

Advisory Research reported no remaining ESCO Technologies position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 7,981 ESCO Technologies shares in Q1 2024, an estimated $934K.
Advisory Research first reported a position in ESCO Technologies in Q1 2014 and held it in 4 quarters.
Advisory Research's ESCO Technologies position peaked at $2.08M in Q3 2023.
244 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.