Marks Group Wealth Management’s ESCO Technologies ESE Stock Holding History

Marks Group Wealth Management’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
2022 Q1	–	Sell	-62,748	Closed	-$5.64M	–	312
2021 Q4	$5.64M	Buy	62,748 +4,164	+7%	+$360K	0.69%	61
2021 Q3	$4.5M	Buy	58,584 +1,610	+3%	+$142K	0.61%	72
2021 Q2	$5.36M	Buy	56,974 +7,448	+15%	+$751K	0.74%	67
2021 Q1	$5.4M	Sell	49,526 -2,190	-4%	-$232K	0.8%	49
2020 Q4	$5.34M	Buy	51,716 +18	+0%	+$1.7K	0.83%	37
2020 Q3	$4.17M	Buy	51,698 +2,423	+5%	+$209K	0.75%	64
2020 Q2	$4.16M	Buy	49,275 +660	+1%	+$52.1K	0.85%	49
2020 Q1	$3.69M	Buy	48,615 +14,976	+45%	+$1.37M	0.95%	33
2019 Q4	$3.11M	Buy	+33,639	New	+$2.87M	0.61%	71

Other funds holding ESE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marks Group Wealth Management's ESE Position: Q1 2022 in Review

Marks Group Wealth Management sold out of ESCO Technologies (ESE) in Q1 2022, closing a stake of 62,748 shares — an estimated $5.64M sold.

Marks Group Wealth Management first reported a position in ESE in Q4 2019 and held it in 9 quarters. The position peaked at $5.64M in Q4 2021. 185 funds tracked by Wall St. Rank hold ESE as of Q1 2022.

Marks Group Wealth Management reported no remaining ESCO Technologies position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 62,748 ESCO Technologies shares in Q1 2022, an estimated $5.64M.
Marks Group Wealth Management first reported a position in ESCO Technologies in Q4 2019 and held it in 9 quarters.
Marks Group Wealth Management's ESCO Technologies position peaked at $5.64M in Q4 2021.
185 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.