Planned Solutions’s ESCO Technologies ESE Stock Holding History

Planned Solutions’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	-500	Closed	-$52K	–	164
2020 Q4	$52K	Buy	+500	New	+$47.1K	0.04%	189

Other funds holding ESE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Planned Solutions's ESE Position: Q1 2021 in Review

Planned Solutions sold out of ESCO Technologies (ESE) in Q1 2021, closing a stake of 500 shares — an estimated $52K sold.

Planned Solutions first reported a position in ESE in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 184 funds tracked by Wall St. Rank hold ESE as of Q1 2021.

Planned Solutions reported no remaining ESCO Technologies position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 500 ESCO Technologies shares in Q1 2021, an estimated $52K.
Planned Solutions first reported a position in ESCO Technologies in Q4 2020 and held it in 1 quarter.
Planned Solutions's ESCO Technologies position peaked at $52K in Q4 2020.
184 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.