FGAM
ESE icon

Financial Gravity Asset Management’s ESCO Technologies ESE Stock Holding History

Financial Gravity Asset 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
2023
Q1 		– Sell
-88
Closed -$217 – 1305
2022
Q4 		$217 Buy
+88
New +$7.58K ﹤0.01% 926
2021
Q1 		– Hold
0
– – – 817
2020
Q4 		– Hold
0
– – – 568
2020
Q2 		– Sell
-1
Closed -$80 – 280
2020
Q1 		$80 Sell
1
-17
-94% -$1.55K ﹤0.01% 914
2019
Q4 		$93K Buy
18
+1
+6% +$85 0.06% 352
2019
Q3 		$1K Buy
17
+1
+6% +$79 ﹤0.01% 1018
2019
Q2 		$1K Buy
16
+4
+33% +$294 ﹤0.01% 1034
2019
Q1 		$1K Buy
+12
New +$804 ﹤0.01% 1084
2018
Q3 		$0 Sell
5
-1
-17% -$65 ﹤0.01% 1457
2018
Q2 		$0 Hold
6
– – ﹤0.01% 1473
2018
Q1 		$0 Buy
+6
New +$368 ﹤0.01% 1428

Other funds holding ESE

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return