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Glassman Wealth Services’s ESCO Technologies ESE Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-3
Closed -$351 – 726
2023
Q4 		$351 Hold
3
– – ﹤0.01% 1789
2023
Q3 		$313 Hold
3
– – ﹤0.01% 1824
2023
Q2 		$311 Hold
3
– – ﹤0.01% 1734
2023
Q1 		$286 Hold
3
– – ﹤0.01% 1722
2022
Q4 		$263 Hold
3
– – ﹤0.01% 1736
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1753
2022
Q2 		$0 Buy
+3
New +$196 ﹤0.01% 1762

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GCM
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Glassman Wealth Services's ESE Position: Q1 2024 in Review

Glassman Wealth Services sold out of ESCO Technologies (ESE) in Q1 2024, closing a stake of 3 shares — an estimated $351 sold.

Glassman Wealth Services first reported a position in ESE in Q2 2022 and held it in 7 quarters. The position peaked at $351 in Q4 2023. 244 funds tracked by Wall St. Rank hold ESE as of Q1 2024.

  • Glassman Wealth Services reported no remaining ESCO Technologies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3 ESCO Technologies shares in Q1 2024, an estimated $351.
  • Glassman Wealth Services first reported a position in ESCO Technologies in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's ESCO Technologies position peaked at $351 in Q4 2023.
  • 244 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.