Simplex Trading
ESSA

Simplex Trading’s ESSA Bancorp ESSA Stock Holding History

Simplex Trading’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,600
Closed -$47K – 9040
2024
Q1 		$47K Hold
2,600
– – ﹤0.01% 6309
2023
Q4 		$52K Sell
2,600
-900
-26% -$15K ﹤0.01% 6044
2023
Q3 		$52K Buy
+3,500
New +$55.7K ﹤0.01% 5765

Other funds holding ESSA

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Simplex Trading's ESSA Position: Q3 2023 in Review

Simplex Trading sold out of ESSA Bancorp (ESSA) in Q3 2023, closing a stake of 74 shares — an estimated $1.18K sold.

Simplex Trading first reported a position in ESSA in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 59 funds tracked by Wall St. Rank hold ESSA as of Q3 2023.

  • Simplex Trading reported no remaining ESSA Bancorp position as of Q3 2023 after selling out during the quarter.
  • Simplex Trading sold 74 ESSA Bancorp shares in Q3 2023, an estimated $1.18K.
  • Simplex Trading first reported a position in ESSA Bancorp in Q2 2023 and held it in 1 quarter.
  • Simplex Trading's ESSA Bancorp position peaked at $1K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held ESSA Bancorp as of Q3 2023.

Based on Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.