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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return