MBFW
ESSA

Morton Brown Family Wealth’s ESSA Bancorp ESSA Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-200
Closed -$4K – 244
2023
Q4 		$4K Buy
+200
New +$3.34K ﹤0.01% 216
2022
Q4 		– Sell
-33
Closed -$1K – 186
2022
Q3 		$1K Hold
33
– – ﹤0.01% 189
2022
Q2 		$1K Hold
33
– – ﹤0.01% 228
2022
Q1 		$1K Hold
33
– – ﹤0.01% 136
2021
Q4 		$1K Buy
+33
New +$553 ﹤0.01% 192

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
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morton Brown Family Wealth's ESSA Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of ESSA Bancorp (ESSA) in Q1 2024, closing a stake of 200 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in ESSA in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2023. 59 funds tracked by Wall St. Rank hold ESSA as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining ESSA Bancorp position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 200 ESSA Bancorp shares in Q1 2024, an estimated $4K.
  • Morton Brown Family Wealth first reported a position in ESSA Bancorp in Q4 2021 and held it in 5 quarters.
  • Morton Brown Family Wealth's ESSA Bancorp position peaked at $4K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.