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Foresters Investment Management’s ESCO Technologies ESE Stock Holding History

Foresters Investment 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
2019
Q3 		$11.6M Sell
146,200
-93,100
-39% -$7.4M 0.23% 152
2019
Q2 		$19.8M Sell
239,300
-77,500
-24% -$5.69M 0.35% 90
2019
Q1 		$21.2M Buy
316,800
+6,100
+2% +$408K 0.37% 84
2018
Q4 		$20.5M Sell
310,700
-3,200
-1% -$208K 0.39% 83
2018
Q3 		$21.4M Sell
313,900
-4,100
-1% -$266K 0.34% 98
2018
Q2 		$18.3M Buy
318,000
+13,600
+4% +$781K 0.31% 116
2018
Q1 		$17.8M Sell
304,400
-600
-0.2% -$36.8K 0.3% 126
2017
Q4 		$18.4M Sell
305,000
-98,100
-24% -$5.96M 0.29% 130
2017
Q3 		$24.2M Buy
403,100
+38,500
+11% +$2.22M 0.39% 98
2017
Q2 		$21.7M Buy
364,600
+8,400
+2% +$490K 0.37% 97
2017
Q1 		$20.7M Buy
356,200
+1,900
+0.5% +$107K 0.36% 105
2016
Q4 		$20.6M Buy
354,300
+4,000
+1% +$204K 0.37% 101
2016
Q3 		$16.3M Buy
350,300
+1,400
+0.4% +$61.7K 0.3% 120
2016
Q2 		$13.9M Buy
348,900
+186,800
+115% +$7.33M 0.27% 125
2016
Q1 		$6.32M Buy
+162,100
New +$5.74M 0.13% 181

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foresters Investment Management's ESE Position: Q3 2019 in Review

Foresters Investment Management reduced its ESCO Technologies (ESE) stake by 39% in Q3 2019, selling an estimated $7.4M and leaving 146,200 shares worth $11.6M. The position accounts for 0.23% of the portfolio, ranked #152.

Foresters Investment Management first reported a position in ESE in Q1 2016 and has held it in 15 quarters since. The position peaked at $24.2M in Q3 2017. 194 funds tracked by Wall St. Rank hold ESE as of Q3 2019.

  • Foresters Investment Management held 146,200 shares of ESCO Technologies worth $11.6M as of Q3 2019.
  • Foresters Investment Management sold 93,100 ESCO Technologies shares in Q3 2019, an estimated $7.4M.
  • ESCO Technologies made up 0.23% of Foresters Investment Management's portfolio in Q3 2019, its #152 holding.
  • Foresters Investment Management first reported a position in ESCO Technologies in Q1 2016 and has held it in 15 quarters since.
  • Foresters Investment Management's ESCO Technologies position peaked at $24.2M in Q3 2017.
  • 194 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.