Polar Capital Holdings’s Esquire Financial Holdings ESQ Stock Holding History

Polar Capital Holdings’s Portfolio ESQ Stock Details ESQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,436	Closed	-$538K	–	305
2022 Q4	$538K	Sell	12,436 -4,808	-28%	-$204K	﹤0.01%	288
2022 Q3	$648	Sell	17,244 -3,879	-18%	-$144K	﹤0.01%	324
2022 Q2	$703	Hold	21,123	–	–	﹤0.01%	317
2022 Q1	$710	Sell	21,123 -2,651	-11%	-$89K	﹤0.01%	350
2021 Q4	$749	Buy	23,774 +30	+0.1%	+$970	﹤0.01%	357
2021 Q3	$681	Buy	+23,744	New	+$605K	﹤0.01%	329

Other funds holding ESQ

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Polar Capital Holdings's ESQ Position: Q1 2023 in Review

Polar Capital Holdings sold out of Esquire Financial Holdings (ESQ) in Q1 2023, closing a stake of 12,436 shares — an estimated $538K sold.

Polar Capital Holdings first reported a position in ESQ in Q3 2021 and held it in 6 quarters. The position peaked at $538K in Q4 2022. 85 funds tracked by Wall St. Rank hold ESQ as of Q1 2023.

Polar Capital Holdings reported no remaining Esquire Financial Holdings position as of Q1 2023 after selling out during the quarter.
Polar Capital Holdings sold 12,436 Esquire Financial Holdings shares in Q1 2023, an estimated $538K.
Polar Capital Holdings first reported a position in Esquire Financial Holdings in Q3 2021 and held it in 6 quarters.
Polar Capital Holdings's Esquire Financial Holdings position peaked at $538K in Q4 2022.
85 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2023.

Based on Polar Capital Holdings's 13F filing for Q1 2023, filed 15 May 2023.