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Berman Capital Advisors’s ESCO Technologies ESE Stock Holding History

Berman Capital Advisors’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
Q3 		$1K Sell
14
-22
-61% -$1.95K ﹤0.01% 1851
2021
Q2 		$3K Sell
36
-262
-88% -$26.4K ﹤0.01% 1478
2021
Q1 		$32K Buy
298
+284
+2,029% +$30K 0.01% 629
2020
Q4 		$1K Hold
14
– – ﹤0.01% 1522
2020
Q3 		$1K Hold
14
– – ﹤0.01% 1440
2020
Q2 		$1K Buy
+14
New +$1.11K ﹤0.01% 1408

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Berman Capital Advisors's ESE Position: Q3 2021 in Review

Berman Capital Advisors reduced its ESCO Technologies (ESE) stake by 61% in Q3 2021, selling an estimated $1.95K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Berman Capital Advisors first reported a position in ESE in Q2 2020 and has held it in 6 quarters since. The position peaked at $32K in Q1 2021. 195 funds tracked by Wall St. Rank hold ESE as of Q3 2021.

  • Berman Capital Advisors held 14 shares of ESCO Technologies worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 22 ESCO Technologies shares in Q3 2021, an estimated $1.95K.
  • ESCO Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1851 holding.
  • Berman Capital Advisors first reported a position in ESCO Technologies in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's ESCO Technologies position peaked at $32K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.