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Hillsdale Investment Management’s Esquire Financial Holdings ESQ Stock Holding History

Hillsdale Investment Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,500
Closed -$68.5K – 588
2023
Q3 		$68.5K Sell
1,500
-600
-29% -$28.5K 0.01% 417
2023
Q2 		$96.1K Sell
2,100
-500
-19% -$20.5K 0.01% 375
2023
Q1 		$102K Hold
2,600
– – 0.01% 459
2022
Q4 		$112K Hold
2,600
– – 0.01% 437
2022
Q3 		$98K Hold
2,600
– – 0.01% 420
2022
Q2 		$87K Buy
+2,600
New +$91.5K 0.01% 433

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Hillsdale Investment Management's ESQ Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Esquire Financial Holdings (ESQ) in Q4 2023, closing a stake of 1,500 shares — an estimated $68.5K sold.

Hillsdale Investment Management first reported a position in ESQ in Q2 2022 and held it in 6 quarters. The position peaked at $112K in Q4 2022. 91 funds tracked by Wall St. Rank hold ESQ as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Esquire Financial Holdings position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,500 Esquire Financial Holdings shares in Q4 2023, an estimated $68.5K.
  • Hillsdale Investment Management first reported a position in Esquire Financial Holdings in Q2 2022 and held it in 6 quarters.
  • Hillsdale Investment Management's Esquire Financial Holdings position peaked at $112K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.