RIM
ESE icon

Rockbridge Investment Management’s ESCO Technologies ESE Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-100
Closed -$7.01K – 689
2022
Q1 		$7.01K Hold
100
– – ﹤0.01% 568
2021
Q4 		$9K Hold
100
– – ﹤0.01% 584
2021
Q3 		$8K Hold
100
– – ﹤0.01% 550
2021
Q2 		$9K Hold
100
– – ﹤0.01% 545
2021
Q1 		$11K Hold
100
– – ﹤0.01% 491
2020
Q4 		$10K Hold
100
– – ﹤0.01% 501
2020
Q3 		$8K Hold
100
– – ﹤0.01% 484
2020
Q2 		$8K Buy
+100
New +$7.9K ﹤0.01% 448

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Rockbridge Investment Management's ESE Position: Q2 2022 in Review

Rockbridge Investment Management sold out of ESCO Technologies (ESE) in Q2 2022, closing a stake of 100 shares — an estimated $7.01K sold.

Rockbridge Investment Management first reported a position in ESE in Q2 2020 and held it in 8 quarters. The position peaked at $11K in Q1 2021. 181 funds tracked by Wall St. Rank hold ESE as of Q2 2022.

  • Rockbridge Investment Management reported no remaining ESCO Technologies position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 100 ESCO Technologies shares in Q2 2022, an estimated $7.01K.
  • Rockbridge Investment Management first reported a position in ESCO Technologies in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's ESCO Technologies position peaked at $11K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.