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LS Investment Advisors’s ESCO Technologies ESE Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-1,799
Closed -$152K – 1003
2020
Q2 		$152K Buy
1,799
+59
+3% +$4.66K 0.01% 838
2020
Q1 		$132K Hold
1,740
– – 0.01% 789
2019
Q4 		$161K Buy
1,740
+20
+1% +$1.71K 0.01% 905
2019
Q3 		$137K Hold
1,720
– – 0.01% 948
2019
Q2 		$142K Hold
1,720
– – 0.01% 933
2019
Q1 		$115K Buy
1,720
+59
+4% +$3.95K 0.01% 1036
2018
Q4 		$110K Buy
1,661
+878
+112% +$57K 0.01% 1001
2018
Q3 		$53K Hold
783
– – ﹤0.01% 1309
2018
Q2 		$45K Hold
783
– – ﹤0.01% 1346
2018
Q1 		$46K Buy
783
+42
+6% +$2.58K ﹤0.01% 1323
2017
Q4 		$45K Sell
741
-1,398
-65% -$84.9K ﹤0.01% 1333
2017
Q3 		$128K Buy
2,139
+239
+13% +$13.8K 0.01% 1081
2017
Q2 		$113K Hold
1,900
– – 0.01% 1097
2017
Q1 		$110K Buy
1,900
+935
+97% +$52.5K 0.01% 1087
2016
Q4 		$55K Hold
965
– – ﹤0.01% 1226
2016
Q3 		$45K Buy
965
+48
+5% +$2.12K ﹤0.01% 1258
2016
Q2 		$37K Buy
917
+39
+4% +$1.53K ﹤0.01% 1312
2016
Q1 		$34K Hold
878
– – ﹤0.01% 1309
2015
Q4 		$32K Hold
878
– – ﹤0.01% 1327
2015
Q3 		$32K Hold
878
– – ﹤0.01% 1318
2015
Q2 		$33K Buy
+878
New +$33.1K ﹤0.01% 1353

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LS Investment Advisors's ESE Position: Q3 2020 in Review

LS Investment Advisors sold out of ESCO Technologies (ESE) in Q3 2020, closing a stake of 1,799 shares — an estimated $152K sold.

LS Investment Advisors first reported a position in ESE in Q2 2015 and held it in 21 quarters. The position peaked at $161K in Q4 2019. 195 funds tracked by Wall St. Rank hold ESE as of Q3 2020.

  • LS Investment Advisors reported no remaining ESCO Technologies position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,799 ESCO Technologies shares in Q3 2020, an estimated $152K.
  • LS Investment Advisors first reported a position in ESCO Technologies in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's ESCO Technologies position peaked at $161K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.