Cedar Brook Financial Partners’s ESSA Bancorp ESSA Stock Holding History

Cedar Brook Financial Partners’s Portfolio ESSA Stock Details ESSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,072	Closed	-$311K	–	134
2024 Q1	$311K	Hold	17,072	–	–	0.06%	304
2023 Q4	$329K	Buy	17,072 +6	+0%	+$100	0.07%	274
2023 Q3	$256K	Buy	17,066 +4	+0%	+$64	0.07%	286
2023 Q2	$255K	Buy	17,062 +4	+0%	+$60	0.06%	318
2023 Q1	$268K	Buy	17,058 +2	+0%	+$38	0.07%	289
2022 Q4	$356K	Buy	17,056 +3	+0%	+$61	0.1%	228
2022 Q3	$331K	Sell	17,053 -9,182	-35%	-$173K	0.11%	221
2022 Q2	$441K	Buy	26,235 +2	+0%	+$33	0.14%	183
2022 Q1	$471K	Hold	26,233	–	–	0.12%	191
2021 Q4	$455K	Buy	26,233 +5	+0%	+$84	0.12%	197
2021 Q3	$435K	Buy	26,228 +3	+0%	+$50	0.13%	189
2021 Q2	$430K	Buy	+26,225	New	+$417K	0.12%	198

Other funds holding ESSA

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cedar Brook Financial Partners's ESSA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of ESSA Bancorp (ESSA) in Q2 2024, closing a stake of 17,072 shares — an estimated $311K sold.

Cedar Brook Financial Partners first reported a position in ESSA in Q2 2021 and held it in 12 quarters. The position peaked at $471K in Q1 2022. 63 funds tracked by Wall St. Rank hold ESSA as of Q2 2024.

Cedar Brook Financial Partners reported no remaining ESSA Bancorp position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 17,072 ESSA Bancorp shares in Q2 2024, an estimated $311K.
Cedar Brook Financial Partners first reported a position in ESSA Bancorp in Q2 2021 and held it in 12 quarters.
Cedar Brook Financial Partners's ESSA Bancorp position peaked at $471K in Q1 2022.
63 funds tracked by Wall St. Rank held ESSA Bancorp as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.