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Barrett Asset Management’s IES Holdings IESC Stock Holding History

Barrett Asset Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$606K Buy
+15,097
New +$681K 0.03% 139

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrett Asset Management's IESC Position: Q1 2022 in Review

Barrett Asset Management opened a new position in IES Holdings (IESC) in Q1 2022: 15,097 shares worth $606K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

94 funds tracked by Wall St. Rank hold IESC as of Q1 2022.

  • Barrett Asset Management held 15,097 shares of IES Holdings worth $606K as of Q1 2022.
  • IES Holdings was a new Barrett Asset Management position in Q1 2022.
  • IES Holdings made up 0.03% of Barrett Asset Management's portfolio in Q1 2022, its #139 holding.
  • 94 funds tracked by Wall St. Rank held IES Holdings as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.