Cassady Schiller Wealth Management’s ESCO Technologies ESE Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$266	Buy	+2	New	+$272	﹤0.01%	1056

Other funds holding ESE

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's ESE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in ESCO Technologies (ESE) in Q4 2024: 2 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

283 funds tracked by Wall St. Rank hold ESE as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of ESCO Technologies worth $266 as of Q4 2024.
ESCO Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
ESCO Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1056 holding.
283 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.