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Harvest Group Wealth Management’s ESCO Technologies ESE Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-16
Closed -$2K – 236
2020
Q4 		$2K Hold
16
– – ﹤0.01% 352
2020
Q3 		$1K Hold
16
– – ﹤0.01% 446
2020
Q2 		$1K Hold
16
– – ﹤0.01% 372
2020
Q1 		$1K Hold
16
– – ﹤0.01% 376
2019
Q4 		$1K Hold
16
– – ﹤0.01% 761
2019
Q3 		$1K Hold
16
– – ﹤0.01% 852
2019
Q2 		$1K Hold
16
– – ﹤0.01% 706
2019
Q1 		$1K Buy
+16
New +$1.07K ﹤0.01% 765

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harvest Group Wealth Management's ESE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of ESCO Technologies (ESE) in Q1 2021, closing a stake of 16 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in ESE in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 184 funds tracked by Wall St. Rank hold ESE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining ESCO Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 ESCO Technologies shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in ESCO Technologies in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's ESCO Technologies position peaked at $2K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.