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Steward Financial Group’s ESCO Technologies ESE Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+20
New +$2.06K ﹤0.01% 968
2022
Q3 		– Sell
-8
Closed – – 477
2022
Q2 		$0 Buy
+8
New +$522 ﹤0.01% 1086

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T. Rowe Price Investment Management
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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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Financial Group's ESE Position: Q3 2023 in Review

Steward Financial Group opened a new position in ESCO Technologies (ESE) in Q3 2023: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ESE as recently as Q2 2022.

Steward Financial Group first reported a position in ESE in Q2 2022 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold ESE as of Q3 2023.

  • Steward Financial Group held 20 shares of ESCO Technologies worth $2K as of Q3 2023.
  • ESCO Technologies was a new Steward Financial Group position in Q3 2023.
  • ESCO Technologies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #968 holding.
  • Steward Financial Group first reported a position in ESCO Technologies in Q2 2022 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.