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LGT Financial Advisors’s ESCO Technologies ESE Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-35
Closed -$4.66K – 440
2024
Q4 		$4.66K Hold
35
– – 0.01% 563
2024
Q3 		$4.51K Hold
35
– – 0.01% 550
2024
Q2 		$3.68K Hold
35
– – 0.01% 645
2024
Q1 		$3.75K Hold
35
– – ﹤0.01% 665
2023
Q4 		$4.1K Hold
35
– – 0.01% 671
2023
Q3 		$3.65K Buy
+35
New +$3.6K ﹤0.01% 689

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's ESE Position: Q1 2025 in Review

LGT Financial Advisors sold out of ESCO Technologies (ESE) in Q1 2025, closing a stake of 35 shares — an estimated $4.66K sold.

LGT Financial Advisors first reported a position in ESE in Q3 2023 and held it in 6 quarters. The position peaked at $4.66K in Q4 2024. 336 funds tracked by Wall St. Rank hold ESE as of Q1 2025.

  • LGT Financial Advisors reported no remaining ESCO Technologies position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 35 ESCO Technologies shares in Q1 2025, an estimated $4.66K.
  • LGT Financial Advisors first reported a position in ESCO Technologies in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's ESCO Technologies position peaked at $4.66K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.