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Aperio Group’s ESCO Technologies ESE Stock Holding History

Aperio Group’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
2020
Q4 		$2.5M Sell
24,180
-166
-0.7% -$15.6K 0.01% 1134
2020
Q3 		$1.96M Buy
24,346
+426
+2% +$36.7K 0.01% 1127
2020
Q2 		$2.02M Sell
23,920
-1,411
-6% -$111K 0.01% 1112
2020
Q1 		$1.92M Sell
25,331
-2,120
-8% -$194K 0.01% 1031
2019
Q4 		$2.54M Buy
27,451
+6,281
+30% +$536K 0.01% 989
2019
Q3 		$1.68M Buy
21,170
+1,081
+5% +$85.9K 0.01% 1130
2019
Q2 		$1.66M Buy
20,089
+1,018
+5% +$74.7K 0.01% 1152
2019
Q1 		$1.28M Buy
19,071
+3,581
+23% +$240K 0.01% 1240
2018
Q4 		$1.02M Sell
15,490
-1,664
-10% -$108K 0.01% 1299
2018
Q3 		$1.17M Sell
17,154
-1,210
-7% -$78.4K 0.01% 1320
2018
Q2 		$1.06M Buy
18,364
+6,126
+50% +$352K 0.01% 1353
2018
Q1 		$717K Buy
12,238
+254
+2% +$15.6K ﹤0.01% 1513
2017
Q4 		$722K Buy
11,984
+2,123
+22% +$129K ﹤0.01% 1507
2017
Q3 		$591K Buy
9,861
+252
+3% +$14.6K ﹤0.01% 1580
2017
Q2 		$573K Buy
9,609
+365
+4% +$21.3K ﹤0.01% 1570
2017
Q1 		$537K Buy
9,244
+1,237
+15% +$69.5K ﹤0.01% 1505
2016
Q4 		$454K Buy
8,007
+477
+6% +$24.4K ﹤0.01% 1566
2016
Q3 		$350K Buy
7,530
+94
+1% +$4.14K ﹤0.01% 1642
2016
Q2 		$297K Buy
7,436
+921
+14% +$36.1K ﹤0.01% 1659
2016
Q1 		$254K Sell
6,515
-776
-11% -$27.5K ﹤0.01% 1744
2015
Q4 		$263K Buy
7,291
+728
+11% +$27.3K ﹤0.01% 1695
2015
Q3 		$236K Buy
6,563
+580
+10% +$21.3K ﹤0.01% 1683
2015
Q2 		$224K Buy
5,983
+444
+8% +$16.8K ﹤0.01% 1795
2015
Q1 		$216K Buy
+5,539
New +$208K ﹤0.01% 1784

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aperio Group's ESE Position: Q4 2020 in Review

Aperio Group reduced its ESCO Technologies (ESE) stake by 0.68% in Q4 2020, selling an estimated $15.6K and leaving 24,180 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #1134.

Aperio Group first reported a position in ESE in Q1 2015 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2019. 202 funds tracked by Wall St. Rank hold ESE as of Q4 2020.

  • Aperio Group held 24,180 shares of ESCO Technologies worth $2.5M as of Q4 2020.
  • Aperio Group sold 166 ESCO Technologies shares in Q4 2020, an estimated $15.6K.
  • ESCO Technologies made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1134 holding.
  • Aperio Group first reported a position in ESCO Technologies in Q1 2015 and has held it in 24 quarters since.
  • Aperio Group's ESCO Technologies position peaked at $2.54M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.