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Safeguard Investment Advisory Group’s Espey Mfg & Electronics Corp ESP Stock Holding History

Safeguard Investment Advisory Group’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,500
Closed -$28K – 262
2020
Q4 		$28K Buy
+1,500
New +$28.8K 0.02% 265

Other funds holding ESP

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Safeguard Investment Advisory Group's ESP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Espey Mfg & Electronics Corp (ESP) in Q1 2021, closing a stake of 1,500 shares — an estimated $28K sold.

Safeguard Investment Advisory Group first reported a position in ESP in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 21 funds tracked by Wall St. Rank hold ESP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Espey Mfg & Electronics Corp position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,500 Espey Mfg & Electronics Corp shares in Q1 2021, an estimated $28K.
  • Safeguard Investment Advisory Group first reported a position in Espey Mfg & Electronics Corp in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Espey Mfg & Electronics Corp position peaked at $28K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.