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Disciplined Investments’s ESCO Technologies ESE Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-5
Closed -$518 – 556
2023
Q2 		$518 Hold
5
– – ﹤0.01% 1214
2023
Q1 		$477 Hold
5
– – ﹤0.01% 1237
2022
Q4 		$438 Hold
5
– – ﹤0.01% 1227
2022
Q3 		$0 Buy
5
+1
+25% +$78 ﹤0.01% 1338
2022
Q2 		$0 Buy
4
+1
+33% +$65 ﹤0.01% 1362
2022
Q1 		$0 Buy
+3
New +$229 ﹤0.01% 1414

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T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
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

Disciplined Investments's ESE Position: Q3 2023 in Review

Disciplined Investments sold out of ESCO Technologies (ESE) in Q3 2023, closing a stake of 5 shares — an estimated $518 sold.

Disciplined Investments first reported a position in ESE in Q1 2022 and held it in 6 quarters. The position peaked at $518 in Q2 2023. 203 funds tracked by Wall St. Rank hold ESE as of Q3 2023.

  • Disciplined Investments reported no remaining ESCO Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 ESCO Technologies shares in Q3 2023, an estimated $518.
  • Disciplined Investments first reported a position in ESCO Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's ESCO Technologies position peaked at $518 in Q2 2023.
  • 203 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.