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Pathstone Family Office’s ESCO Technologies ESE Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-4
Closed – – 874
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1195
2020
Q3 		$0 Sell
4
-4
-50% -$345 ﹤0.01% 855
2020
Q2 		$0 Buy
+8
New +$632 ﹤0.01% 790

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pathstone Family Office's ESE Position: Q1 2021 in Review

Pathstone Family Office sold out of ESCO Technologies (ESE) in Q1 2021, closing a stake of 4 shares.

Pathstone Family Office first reported a position in ESE in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 184 funds tracked by Wall St. Rank hold ESE as of Q1 2021.

  • Pathstone Family Office reported no remaining ESCO Technologies position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 4 ESCO Technologies shares in Q1 2021.
  • Pathstone Family Office first reported a position in ESCO Technologies in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's ESCO Technologies position peaked at $0 in Q4 2020.
  • 184 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.