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Meeder Asset Management’s Esquire Financial Holdings ESQ Stock Holding History

Meeder Asset Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,249
Closed -$59.5K – 873
2024
Q2 		$59.5K Buy
+1,249
New +$58.6K ﹤0.01% 321
2021
Q2 		– Sell
-550
Closed -$12K – 2545
2021
Q1 		$12K Buy
+550
New +$12.7K ﹤0.01% 1549
2020
Q4 		– Sell
-550
Closed -$8K – 1977
2020
Q3 		$8K Hold
550
– – ﹤0.01% 1432
2020
Q2 		$9K Hold
550
– – ﹤0.01% 1341
2020
Q1 		$8K Sell
550
-29
-5% -$636 ﹤0.01% 1607
2019
Q4 		$15K Buy
+579
New +$14.1K ﹤0.01% 1434

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Meeder Asset Management's ESQ Position: Q3 2024 in Review

Meeder Asset Management sold out of Esquire Financial Holdings (ESQ) in Q3 2024, closing a stake of 1,249 shares — an estimated $59.5K sold.

Meeder Asset Management first reported a position in ESQ in Q4 2019 and held it in 6 quarters. The position peaked at $59.5K in Q2 2024. 111 funds tracked by Wall St. Rank hold ESQ as of Q3 2024.

  • Meeder Asset Management reported no remaining Esquire Financial Holdings position as of Q3 2024 after selling out during the quarter.
  • Meeder Asset Management sold 1,249 Esquire Financial Holdings shares in Q3 2024, an estimated $59.5K.
  • Meeder Asset Management first reported a position in Esquire Financial Holdings in Q4 2019 and held it in 6 quarters.
  • Meeder Asset Management's Esquire Financial Holdings position peaked at $59.5K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2024.

Based on Meeder Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.