Diversified Trust’s ESCO Technologies ESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,033
Closed -$640K 1058
2025
Q3
$640K Sell
3,033
-950
-24% -$188K 0.01% 547
2025
Q2
$764K Sell
3,983
-2,069
-34% -$354K 0.02% 454
2025
Q1
$963K Sell
6,052
-4,605
-43% -$690K 0.02% 372
2024
Q4
$1.42M Sell
10,657
-1,624
-13% -$221K 0.03% 291
2024
Q3
$1.58M Buy
12,281
+1,050
+9% +$124K 0.04% 264
2024
Q2
$1.18M Buy
11,231
+775
+7% +$81.7K 0.03% 290
2024
Q1
$1.12M Buy
10,456
+2,575
+33% +$264K 0.03% 294
2023
Q4
$922K Buy
7,881
+425
+6% +$44.7K 0.03% 310
2023
Q3
$779K Sell
7,456
-6
-0.1% -$617 0.03% 326
2023
Q2
$773K Buy
7,462
+325
+5% +$31.2K 0.03% 343
2023
Q1
$681K Sell
7,137
-19
-0.3% -$1.76K 0.03% 365
2022
Q4
$626K Sell
7,156
-275
-4% -$23.7K 0.03% 369
2022
Q3
$546K Hold
7,431
0.02% 365
2022
Q2
$508K Buy
7,431
+1,575
+27% +$103K 0.02% 379
2022
Q1
$409K Buy
5,856
+450
+8% +$34.3K 0.01% 516
2021
Q4
$486K Hold
5,406
0.02% 470
2021
Q3
$416K Buy
5,406
+1,612
+42% +$143K 0.02% 457
2021
Q2
$356K Buy
+3,794
New +$383K 0.01% 495

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