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Bowling Portfolio Management’s Escalade ESCA Stock Holding History

Bowling Portfolio Management’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,993
Closed -$274K – 271
2020
Q3 		$274K Buy
+14,993
New +$252K 0.06% 302

Other funds holding ESCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bowling Portfolio Management's ESCA Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Escalade (ESCA) in Q4 2020, closing a stake of 14,993 shares — an estimated $274K sold.

Bowling Portfolio Management first reported a position in ESCA in Q3 2020 and held it in 1 quarter. The position peaked at $274K in Q3 2020. 65 funds tracked by Wall St. Rank hold ESCA as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Escalade position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 14,993 Escalade shares in Q4 2020, an estimated $274K.
  • Bowling Portfolio Management first reported a position in Escalade in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's Escalade position peaked at $274K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Escalade as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.