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Secure Asset Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Secure Asset Management’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
2025
Q2 		– Sell
-9,195
Closed -$249K – 324
2025
Q1 		$249K Buy
9,195
+2,528
+38% +$69.5K 0.05% 255
2024
Q4 		$201K Sell
6,667
-597
-8% -$18K 0.03% 308
2024
Q3 		$219K Buy
+7,264
New +$165K 0.04% 285
2024
Q2 		– Sell
-9,264
Closed -$234K – 291
2024
Q1 		$234K Sell
9,264
-3,009
-25% -$69.7K 0.06% 212
2023
Q4 		$229K Buy
12,273
+412
+3% +$7K 0.06% 207
2023
Q3 		$192K Buy
+11,861
New +$191K 0.06% 210
2023
Q2 		– Sell
-10,670
Closed -$216K – 189
2023
Q1 		$216K Sell
10,670
-1,200
-10% -$21.3K 0.07% 173
2022
Q4 		$169K Buy
11,870
+1,270
+12% +$17.2K 0.06% 193
2022
Q3 		$146K Buy
+10,600
New +$148K 0.08% 153
2022
Q2 		– Sell
-48,900
Closed -$680K – 179
2022
Q1 		$680K Buy
48,900
+3,620
+8% +$48.2K 0.31% 65
2021
Q4 		$643K Buy
45,280
+6,645
+17% +$96.3K 0.26% 65
2021
Q3 		$562K Sell
38,635
-374
-1% -$5.46K 0.28% 64
2021
Q2 		$578K Sell
39,009
-944
-2% -$14.5K 0.29% 62
2021
Q1 		$607K Buy
39,953
+370
+0.9% +$6.82K 0.34% 61
2020
Q4 		$749K Sell
39,583
-22
-0.1% -$422 0.44% 50
2020
Q3 		$752K Sell
39,605
-3,060
-7% -$54.9K 0.52% 45
2020
Q2 		$739K Sell
42,665
-6,662
-14% -$124K 0.52% 47
2020
Q1 		$894K Buy
49,327
+8,966
+22% +$185K 0.96% 27
2019
Q4 		$872K Buy
+40,361
New +$890K 0.61% 43

Other funds holding ESP

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Renaissance Technologies
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Secure Asset Management's ESP Position: Q2 2025 in Review

Secure Asset Management sold out of Espey Mfg & Electronics Corp (ESP) in Q2 2025, closing a stake of 9,195 shares — an estimated $249K sold.

Secure Asset Management first reported a position in ESP in Q4 2019 and held it in 19 quarters. The position peaked at $894K in Q1 2020. 49 funds tracked by Wall St. Rank hold ESP as of Q2 2025.

  • Secure Asset Management reported no remaining Espey Mfg & Electronics Corp position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 9,195 Espey Mfg & Electronics Corp shares in Q2 2025, an estimated $249K.
  • Secure Asset Management first reported a position in Espey Mfg & Electronics Corp in Q4 2019 and held it in 19 quarters.
  • Secure Asset Management's Espey Mfg & Electronics Corp position peaked at $894K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.