OA
ESE icon

Operose Advisors’s ESCO Technologies ESE Stock Holding History

Operose Advisors’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
2023
Q4 		– Sell
-290
Closed -$30.3K – 644
2023
Q3 		$30.3K Buy
+290
New +$29.8K 0.01% 403

Other funds holding ESE

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Operose Advisors's ESE Position: Q4 2023 in Review

Operose Advisors sold out of ESCO Technologies (ESE) in Q4 2023, closing a stake of 290 shares — an estimated $30.3K sold.

Operose Advisors first reported a position in ESE in Q3 2023 and held it in 1 quarter. The position peaked at $30.3K in Q3 2023. 221 funds tracked by Wall St. Rank hold ESE as of Q4 2023.

  • Operose Advisors reported no remaining ESCO Technologies position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 290 ESCO Technologies shares in Q4 2023, an estimated $30.3K.
  • Operose Advisors first reported a position in ESCO Technologies in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's ESCO Technologies position peaked at $30.3K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.