Concourse Financial Group Securities’s ESCO Technologies ESE Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-13	Closed	-$1.75K	–	629
2024 Q4	$1.75K	Buy	13 +1	+8%	+$136	﹤0.01%	2033
2024 Q3	$1.55K	Buy	12 +2	+20%	+$236	﹤0.01%	2017
2024 Q2	$1.05K	Buy	+10	New	+$1.05K	﹤0.01%	2116
2020 Q1	–	Sell	-32	Closed	-$2.92K	–	2196
2019 Q4	$3K	Sell	32 -38	-54%	-$3.24K	﹤0.01%	1763
2019 Q3	$6K	Hold	70	–	–	﹤0.01%	1260
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	1654
2019 Q1	$4K	Buy	+70	New	+$4.69K	﹤0.01%	1800

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 $4.6B AUM 16.08% 1-Year Est. Return

GCM

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

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

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

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

Concourse Financial Group Securities's ESE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ESCO Technologies (ESE) in Q1 2025, closing a stake of 13 shares — an estimated $1.75K sold.

Concourse Financial Group Securities first reported a position in ESE in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 336 funds tracked by Wall St. Rank hold ESE as of Q1 2025.

Concourse Financial Group Securities reported no remaining ESCO Technologies position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 13 ESCO Technologies shares in Q1 2025, an estimated $1.75K.
Concourse Financial Group Securities first reported a position in ESCO Technologies in Q1 2019 and held it in 7 quarters.
Concourse Financial Group Securities's ESCO Technologies position peaked at $6K in Q3 2019.
336 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.