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IndexIQ Advisors’s ESCO Technologies ESE Stock Holding History

IndexIQ Advisors’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
-2,759
Closed -$285K – 1191
2020
Q4 		$285K Buy
2,759
+285
+12% +$26.8K 0.01% 716
2020
Q3 		$199K Buy
2,474
+132
+6% +$11.4K 0.01% 650
2020
Q2 		$198K Sell
2,342
-102
-4% -$8.06K 0.01% 583
2020
Q1 		$186K Buy
+2,444
New +$223K 0.01% 535

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 $3.37T AUM 44.26% 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

IndexIQ Advisors's ESE Position: Q1 2021 in Review

IndexIQ Advisors sold out of ESCO Technologies (ESE) in Q1 2021, closing a stake of 2,759 shares — an estimated $285K sold.

IndexIQ Advisors first reported a position in ESE in Q1 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2020. 184 funds tracked by Wall St. Rank hold ESE as of Q1 2021.

  • IndexIQ Advisors reported no remaining ESCO Technologies position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 2,759 ESCO Technologies shares in Q1 2021, an estimated $285K.
  • IndexIQ Advisors first reported a position in ESCO Technologies in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's ESCO Technologies position peaked at $285K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.