OQS
ESE icon

Occudo Quantitative Strategies’s ESCO Technologies ESE Stock Holding History

Occudo Quantitative Strategies’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,647
Closed -$567K – 710
2025
Q1 		$567K Buy
+3,647
New +$546K 0.08% 339
2024
Q2 		– Sell
-3,855
Closed -$413K – 819
2024
Q1 		$413K Buy
+3,855
New +$395K 0.07% 363
2022
Q3 		– Sell
-6,450
Closed -$441K – 1252
2022
Q2 		$441K Sell
6,450
-1,493
-19% -$97.5K 0.04% 660
2022
Q1 		$555K Sell
7,943
-48
-0.6% -$3.66K 0.05% 600
2021
Q4 		$719K Sell
7,991
-13,376
-63% -$1.16M 0.06% 481
2021
Q3 		$1.65M Buy
+21,367
New +$1.89M 0.2% 121

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Occudo Quantitative Strategies's ESE Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of ESCO Technologies (ESE) in Q2 2025, closing a stake of 3,647 shares — an estimated $567K sold.

Occudo Quantitative Strategies first reported a position in ESE in Q3 2021 and held it in 6 quarters. The position peaked at $1.65M in Q3 2021. 362 funds tracked by Wall St. Rank hold ESE as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining ESCO Technologies position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 3,647 ESCO Technologies shares in Q2 2025, an estimated $567K.
  • Occudo Quantitative Strategies first reported a position in ESCO Technologies in Q3 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's ESCO Technologies position peaked at $1.65M in Q3 2021.
  • 362 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.