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Congress Wealth Management’s ESCO Technologies ESE Stock Holding History

Congress 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
2022
Q1 		– Sell
-35,668
Closed -$3.21M – 605
2021
Q4 		$3.21M Buy
+35,668
New +$3.08M 0.06% 270

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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 $3.38T AUM 44.17% 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 Wealth Management's ESE Position: Q1 2022 in Review

Congress Wealth Management sold out of ESCO Technologies (ESE) in Q1 2022, closing a stake of 35,668 shares — an estimated $3.21M sold.

Congress Wealth Management first reported a position in ESE in Q4 2021 and held it in 1 quarter. The position peaked at $3.21M in Q4 2021. 186 funds tracked by Wall St. Rank hold ESE as of Q1 2022.

  • Congress Wealth Management reported no remaining ESCO Technologies position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 35,668 ESCO Technologies shares in Q1 2022, an estimated $3.21M.
  • Congress Wealth Management first reported a position in ESCO Technologies in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's ESCO Technologies position peaked at $3.21M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.