MCC
ESSA

Money Concepts Capital’s ESSA Bancorp ESSA Stock Holding History

Money Concepts Capital’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,550
Closed -$32.3K – 1215
2022
Q4 		$32.3K Buy
+1,550
New +$31.5K ﹤0.01% 1430
2022
Q2 		– Sell
-1,550
Closed -$28K – 1779
2022
Q1 		$28K Buy
+1,550
New +$27.7K ﹤0.01% 1462

Other funds holding ESSA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's ESSA Position: Q1 2023 in Review

Money Concepts Capital sold out of ESSA Bancorp (ESSA) in Q1 2023, closing a stake of 1,550 shares — an estimated $32.3K sold.

Money Concepts Capital first reported a position in ESSA in Q1 2022 and held it in 2 quarters. The position peaked at $32.3K in Q4 2022. 49 funds tracked by Wall St. Rank hold ESSA as of Q1 2023.

  • Money Concepts Capital reported no remaining ESSA Bancorp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,550 ESSA Bancorp shares in Q1 2023, an estimated $32.3K.
  • Money Concepts Capital first reported a position in ESSA Bancorp in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ESSA Bancorp position peaked at $32.3K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.