SC
ESE icon

Schubert & Co’s ESCO Technologies ESE Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-19
Closed -$1.81K – 517
2023
Q1 		$1.81K Sell
19
-2
-10% -$186 ﹤0.01% 958
2022
Q4 		$1.84K Buy
21
+2
+11% +$172 ﹤0.01% 921
2022
Q3 		$1K Buy
19
+5
+36% +$388 ﹤0.01% 1083
2022
Q2 		$1K Buy
14
+12
+600% +$783 ﹤0.01% 1070
2022
Q1 		$0 Sell
2
-3
-60% -$229 ﹤0.01% 1147
2021
Q4 		$0 Buy
+5
New +$432 ﹤0.01% 1081

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return