Carmel Capital Partners’s Escalade ESCA Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-34	Closed	-$521	–	315
2023 Q3	$521	Buy	+34	New	+$495	﹤0.01%	708

Other funds holding ESCA

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmel Capital Partners's ESCA Position: Q4 2023 in Review

Carmel Capital Partners sold out of Escalade (ESCA) in Q4 2023, closing a stake of 34 shares — an estimated $521 sold.

Carmel Capital Partners first reported a position in ESCA in Q3 2023 and held it in 1 quarter. The position peaked at $521 in Q3 2023. 61 funds tracked by Wall St. Rank hold ESCA as of Q4 2023.

Carmel Capital Partners reported no remaining Escalade position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 34 Escalade shares in Q4 2023, an estimated $521.
Carmel Capital Partners first reported a position in Escalade in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Escalade position peaked at $521 in Q3 2023.
61 funds tracked by Wall St. Rank held Escalade as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.