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Bartlett & Co’s ESCO Technologies ESE Stock Holding History

Bartlett & Co’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
2021
Q1 		– Sell
-21
Closed -$2K – 1085
2020
Q4 		$2K Buy
+21
New +$1.98K ﹤0.01% 908
2015
Q1 		– Sell
-85
Closed -$3K – 743
2014
Q4 		$3K Buy
+85
New +$3.04K ﹤0.01% 745

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $15.3B AUM 40.56% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bartlett & Co's ESE Position: Q1 2021 in Review

Bartlett & Co sold out of ESCO Technologies (ESE) in Q1 2021, closing a stake of 21 shares — an estimated $2K sold.

Bartlett & Co first reported a position in ESE in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 184 funds tracked by Wall St. Rank hold ESE as of Q1 2021.

  • Bartlett & Co reported no remaining ESCO Technologies position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co sold 21 ESCO Technologies shares in Q1 2021, an estimated $2K.
  • Bartlett & Co first reported a position in ESCO Technologies in Q4 2014 and held it in 2 quarters.
  • Bartlett & Co's ESCO Technologies position peaked at $3K in Q4 2014.
  • 184 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.