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M. Kulyk & Associates’s Energy Services of America ESOA Stock Holding History

M. Kulyk & Associates’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,376
Closed -$62K – 110
2023
Q4 		$62K Buy
+10,376
New +$47.5K 0.01% 108

Other funds holding ESOA

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

M. Kulyk & Associates's ESOA Position: Q1 2024 in Review

M. Kulyk & Associates sold out of Energy Services of America (ESOA) in Q1 2024, closing a stake of 10,376 shares — an estimated $62K sold.

M. Kulyk & Associates first reported a position in ESOA in Q4 2023 and held it in 1 quarter. The position peaked at $62K in Q4 2023. 47 funds tracked by Wall St. Rank hold ESOA as of Q1 2024.

  • M. Kulyk & Associates reported no remaining Energy Services of America position as of Q1 2024 after selling out during the quarter.
  • M. Kulyk & Associates sold 10,376 Energy Services of America shares in Q1 2024, an estimated $62K.
  • M. Kulyk & Associates first reported a position in Energy Services of America in Q4 2023 and held it in 1 quarter.
  • M. Kulyk & Associates's Energy Services of America position peaked at $62K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2024.

Based on M. Kulyk & Associates's 13F filing for Q1 2024, filed 9 May 2024.