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Summit Global Investments’s Esquire Financial Holdings ESQ Stock Holding History

Summit Global Investments’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,400
Closed -$328K – 563
2023
Q1 		$328K Hold
8,400
– – 0.03% 411
2022
Q4 		$363K Hold
8,400
– – 0.03% 374
2022
Q3 		$315K Buy
+8,400
New +$313K 0.03% 391

Other funds holding ESQ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Summit Global Investments's ESQ Position: Q2 2023 in Review

Summit Global Investments sold out of Esquire Financial Holdings (ESQ) in Q2 2023, closing a stake of 8,400 shares — an estimated $328K sold.

Summit Global Investments first reported a position in ESQ in Q3 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 85 funds tracked by Wall St. Rank hold ESQ as of Q2 2023.

  • Summit Global Investments reported no remaining Esquire Financial Holdings position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 8,400 Esquire Financial Holdings shares in Q2 2023, an estimated $328K.
  • Summit Global Investments first reported a position in Esquire Financial Holdings in Q3 2022 and held it in 3 quarters.
  • Summit Global Investments's Esquire Financial Holdings position peaked at $363K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.