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Hohimer Wealth Management’s Escalade ESCA Stock Holding History

Hohimer Wealth Management’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,343
Closed -$204K – 276
2025
Q1 		$204K Buy
13,343
+677
+5% +$10.2K 0.04% 240
2024
Q4 		$181K Buy
12,666
+865
+7% +$12.5K 0.03% 228
2024
Q3 		$166K Buy
+11,801
New +$163K 0.04% 217

Other funds holding ESCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hohimer Wealth Management's ESCA Position: Q2 2025 in Review

Hohimer Wealth Management sold out of Escalade (ESCA) in Q2 2025, closing a stake of 13,343 shares — an estimated $204K sold.

Hohimer Wealth Management first reported a position in ESCA in Q3 2024 and held it in 3 quarters. The position peaked at $204K in Q1 2025. 68 funds tracked by Wall St. Rank hold ESCA as of Q2 2025.

  • Hohimer Wealth Management reported no remaining Escalade position as of Q2 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 13,343 Escalade shares in Q2 2025, an estimated $204K.
  • Hohimer Wealth Management first reported a position in Escalade in Q3 2024 and held it in 3 quarters.
  • Hohimer Wealth Management's Escalade position peaked at $204K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Escalade as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.