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Altshuler Shaham’s ESCO Technologies ESE Stock Holding History

Altshuler Shaham’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
2023
Q2 		– Sell
-209
Closed -$19.9K – 342
2023
Q1 		$19.9K Sell
209
-378
-64% -$35.1K ﹤0.01% 317
2022
Q4 		$51.4K Buy
+587
New +$50.6K ﹤0.01% 211
2020
Q2 		– Sell
-185
Closed -$14K – 421
2020
Q1 		$14K Buy
+185
New +$16.9K ﹤0.01% 257

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Altshuler Shaham's ESE Position: Q2 2023 in Review

Altshuler Shaham sold out of ESCO Technologies (ESE) in Q2 2023, closing a stake of 209 shares — an estimated $19.9K sold.

Altshuler Shaham first reported a position in ESE in Q1 2020 and held it in 3 quarters. The position peaked at $51.4K in Q4 2022. 201 funds tracked by Wall St. Rank hold ESE as of Q2 2023.

  • Altshuler Shaham reported no remaining ESCO Technologies position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 209 ESCO Technologies shares in Q2 2023, an estimated $19.9K.
  • Altshuler Shaham first reported a position in ESCO Technologies in Q1 2020 and held it in 3 quarters.
  • Altshuler Shaham's ESCO Technologies position peaked at $51.4K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.