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Ridgewood Investments’s Esquire Financial Holdings ESQ Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-100
Closed -$4.57K – 360
2023
Q2 		$4.57K Buy
+100
New +$4.1K ﹤0.01% 612

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Ridgewood Investments's ESQ Position: Q3 2023 in Review

Ridgewood Investments sold out of Esquire Financial Holdings (ESQ) in Q3 2023, closing a stake of 100 shares — an estimated $4.57K sold.

Ridgewood Investments first reported a position in ESQ in Q2 2023 and held it in 1 quarter. The position peaked at $4.57K in Q2 2023. 88 funds tracked by Wall St. Rank hold ESQ as of Q3 2023.

  • Ridgewood Investments reported no remaining Esquire Financial Holdings position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 100 Esquire Financial Holdings shares in Q3 2023, an estimated $4.57K.
  • Ridgewood Investments first reported a position in Esquire Financial Holdings in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Esquire Financial Holdings position peaked at $4.57K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.