MinichMacGregor Wealth Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

MinichMacGregor Wealth Management’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-267	Closed	-$3.79K	–	253
2022 Q4	$3.79K	Buy	+267	New	+$3.61K	﹤0.01%	510
2018 Q4	–	Sell	-872	Closed	-$26K	–	212
2018 Q3	$26K	Hold	872	–	–	0.02%	186
2018 Q2	$22K	Hold	872	–	–	0.02%	200
2018 Q1	$22K	Hold	872	–	–	0.02%	200
2017 Q4	$20K	Hold	872	–	–	0.02%	203
2017 Q3	$19K	Hold	872	–	–	0.02%	198
2017 Q2	$19K	Hold	872	–	–	0.02%	195
2017 Q1	$20K	Hold	872	–	–	0.02%	187
2016 Q4	$22K	Hold	872	–	–	0.02%	169
2016 Q3	$22K	Hold	872	–	–	0.02%	173
2016 Q2	$22K	Hold	872	–	–	0.02%	171
2016 Q1	$21K	Hold	872	–	–	0.02%	168
2015 Q4	$22K	Buy	+872	New	+$22.1K	0.02%	158

Other funds holding ESP

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SIA

Sage Investment Advisers Wappingers Falls, New York $149M AUM

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's ESP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Espey Mfg & Electronics Corp (ESP) in Q1 2023, closing a stake of 267 shares — an estimated $3.79K sold.

MinichMacGregor Wealth Management first reported a position in ESP in Q4 2015 and held it in 13 quarters. The position peaked at $26K in Q3 2018. 20 funds tracked by Wall St. Rank hold ESP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Espey Mfg & Electronics Corp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 267 Espey Mfg & Electronics Corp shares in Q1 2023, an estimated $3.79K.
MinichMacGregor Wealth Management first reported a position in Espey Mfg & Electronics Corp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Espey Mfg & Electronics Corp position peaked at $26K in Q3 2018.
20 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.