PFGIA
ESSA

Patriot Financial Group Insurance Agency’s ESSA Bancorp ESSA Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-28
Closed – – 1882
2020
Q3 		$0 Hold
28
– – ﹤0.01% 1716
2020
Q2 		$0 Hold
28
– – ﹤0.01% 1699
2020
Q1 		$0 Hold
28
– – ﹤0.01% 1607
2019
Q4 		$0 Hold
28
– – ﹤0.01% 1352
2019
Q3 		$0 Hold
28
– – ﹤0.01% 1344
2019
Q2 		$1K Hold
28
– – ﹤0.01% 1228
2019
Q1 		$0 Hold
28
– – ﹤0.01% 1248
2018
Q4 		$0 Buy
+28
New +$450 ﹤0.01% 1018

Other funds holding ESSA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ESSA Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of ESSA Bancorp (ESSA) in Q4 2020, closing a stake of 28 shares.

Patriot Financial Group Insurance Agency first reported a position in ESSA in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 66 funds tracked by Wall St. Rank hold ESSA as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining ESSA Bancorp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 28 ESSA Bancorp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in ESSA Bancorp in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's ESSA Bancorp position peaked at $1K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held ESSA Bancorp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.