Nisa Investment Advisors
ESSA

Nisa Investment Advisors’s ESSA Bancorp ESSA Stock Holding History

Nisa Investment Advisors’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
Q2 		– Sell
-320
Closed -$5K – 2821
2023
Q1 		$5K Hold
320
– – ﹤0.01% 2241
2022
Q4 		$7K Hold
320
– – ﹤0.01% 2258
2022
Q3 		$6K Hold
320
– – ﹤0.01% 2266
2022
Q2 		$5K Hold
320
– – ﹤0.01% 2270
2022
Q1 		$6K Hold
320
– – ﹤0.01% 2284
2021
Q4 		$6K Hold
320
– – ﹤0.01% 2075
2021
Q3 		$5 Hold
320
– – ﹤0.01% 2255
2021
Q2 		$5 Buy
320
+160
+100% +$2.54K ﹤0.01% 2276
2021
Q1 		$3 Hold
160
– – ﹤0.01% 2273
2020
Q4 		$2K Buy
+160
New +$2.3K ﹤0.01% 2285

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Nisa Investment Advisors's ESSA Position: Q2 2023 in Review

Nisa Investment Advisors sold out of ESSA Bancorp (ESSA) in Q2 2023, closing a stake of 320 shares — an estimated $5K sold.

Nisa Investment Advisors first reported a position in ESSA in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2022. 58 funds tracked by Wall St. Rank hold ESSA as of Q2 2023.

  • Nisa Investment Advisors reported no remaining ESSA Bancorp position as of Q2 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 320 ESSA Bancorp shares in Q2 2023, an estimated $5K.
  • Nisa Investment Advisors first reported a position in ESSA Bancorp in Q4 2020 and held it in 10 quarters.
  • Nisa Investment Advisors's ESSA Bancorp position peaked at $7K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held ESSA Bancorp as of Q2 2023.

Based on Nisa Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.