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Coombe, Bender & Co’s IES Holdings IESC Stock Holding History

Coombe, Bender & Co’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7.69M Sell
55,184
-893
-2% -$126K 4.53% 6
2024
Q1 		$6.82M Sell
56,077
-6,570
-10% -$630K 4.15% 7
2023
Q4 		$4.96M Buy
62,647
+1,683
+3% +$117K 3.1% 10
2023
Q3 		$4.02M Sell
60,964
-6,610
-10% -$430K 3.02% 8
2023
Q2 		$3.84M Sell
67,574
-3,100
-4% -$148K 2.8% 9
2023
Q1 		$3.05M Buy
70,674
+2,396
+4% +$98.3K 2.39% 12
2022
Q4 		$2.43M Sell
68,278
-3,624
-5% -$117K 2.22% 14
2022
Q3 		$1.99M Buy
71,902
+1,886
+3% +$58.3K 1.76% 19
2022
Q2 		$2.11M Buy
+70,016
New +$2.25M 1.79% 19

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return