EARNEST Partners
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EARNEST Partners’s Energy Services of America ESOA Stock Holding History

EARNEST Partners’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,300
Closed -$9.3K – 546
2023
Q3 		$9.3K Hold
2,300
– – ﹤0.01% 660
2023
Q2 		$6.67K Hold
2,300
– – ﹤0.01% 722
2023
Q1 		$5.27K Hold
2,300
– – ﹤0.01% 774
2022
Q4 		$5.92K Hold
2,300
– – ﹤0.01% 737
2022
Q3 		$7K Hold
2,300
– – ﹤0.01% 674
2022
Q2 		$5K Buy
+2,300
New +$5.67K ﹤0.01% 784

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SFO
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HNB
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

EARNEST Partners's ESOA Position: Q4 2023 in Review

EARNEST Partners sold out of Energy Services of America (ESOA) in Q4 2023, closing a stake of 2,300 shares — an estimated $9.3K sold.

EARNEST Partners first reported a position in ESOA in Q2 2022 and held it in 6 quarters. The position peaked at $9.3K in Q3 2023. 31 funds tracked by Wall St. Rank hold ESOA as of Q4 2023.

  • EARNEST Partners reported no remaining Energy Services of America position as of Q4 2023 after selling out during the quarter.
  • EARNEST Partners sold 2,300 Energy Services of America shares in Q4 2023, an estimated $9.3K.
  • EARNEST Partners first reported a position in Energy Services of America in Q2 2022 and held it in 6 quarters.
  • EARNEST Partners's Energy Services of America position peaked at $9.3K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.