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Congress Asset Management’s ESCO Technologies ESE Stock Holding History

Congress Asset 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
2022
Q1 		– Sell
-98,542
Closed -$8.87M – 367
2021
Q4 		$8.87M Buy
98,542
+2,746
+3% +$237K 0.07% 177
2021
Q3 		$7.38M Sell
95,796
-1,319
-1% -$117K 0.06% 190
2021
Q2 		$9.11M Buy
97,115
+18,471
+23% +$1.86M 0.08% 160
2021
Q1 		$8.56M Buy
78,644
+11,544
+17% +$1.22M 0.08% 149
2020
Q4 		$6.93M Buy
67,100
+5,392
+9% +$508K 0.07% 152
2020
Q3 		$4.97M Sell
61,708
-425
-0.7% -$36.7K 0.05% 166
2020
Q2 		$5.25M Buy
62,133
+579
+0.9% +$45.7K 0.06% 155
2020
Q1 		$4.67M Sell
61,554
-4,983
-7% -$455K 0.07% 148
2019
Q4 		$6.16M Buy
66,537
+88
+0.1% +$7.5K 0.07% 152
2019
Q3 		$5.29M Buy
66,449
+1,027
+2% +$81.6K 0.07% 163
2019
Q2 		$5.41M Buy
65,422
+1,170
+2% +$85.9K 0.07% 171
2019
Q1 		$4.31M Sell
64,252
-1,055
-2% -$70.6K 0.06% 197
2018
Q4 		$4.31M Sell
65,307
-300
-0.5% -$19.5K 0.06% 174
2018
Q3 		$4.46M Buy
65,607
+1,287
+2% +$83.4K 0.06% 198
2018
Q2 		$3.71M Buy
64,320
+785
+1% +$45.1K 0.05% 213
2018
Q1 		$3.72M Buy
63,535
+3,669
+6% +$225K 0.05% 210
2017
Q4 		$3.61M Buy
59,866
+13,588
+29% +$826K 0.05% 202
2017
Q3 		$2.77M Buy
46,278
+17,684
+62% +$1.02M 0.04% 228
2017
Q2 		$1.71M Buy
28,594
+3,565
+14% +$208K 0.03% 178
2017
Q1 		$1.45M Buy
25,029
+14,676
+142% +$824K 0.03% 183
2016
Q4 		$586K Buy
10,353
+5,093
+97% +$260K 0.01% 192
2016
Q3 		$244K Buy
+5,260
New +$232K 0.01% 222

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Congress Asset Management's ESE Position: Q1 2022 in Review

Congress Asset Management sold out of ESCO Technologies (ESE) in Q1 2022, closing a stake of 98,542 shares — an estimated $8.87M sold.

Congress Asset Management first reported a position in ESE in Q3 2016 and held it in 22 quarters. The position peaked at $9.11M in Q2 2021. 186 funds tracked by Wall St. Rank hold ESE as of Q1 2022.

  • Congress Asset Management reported no remaining ESCO Technologies position as of Q1 2022 after selling out during the quarter.
  • Congress Asset Management sold 98,542 ESCO Technologies shares in Q1 2022, an estimated $8.87M.
  • Congress Asset Management first reported a position in ESCO Technologies in Q3 2016 and held it in 22 quarters.
  • Congress Asset Management's ESCO Technologies position peaked at $9.11M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2022.

Based on Congress Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.