Sutton Wealth Advisors’s ESCO Technologies ESE Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-708	Closed	-$62K	–	1043
2022 Q4	$62K	Sell	708 -1	-0.1%	-$86	0.02%	332
2022 Q3	$52.1K	Sell	709 -1	-0.1%	-$78	0.02%	371
2022 Q2	$48.5K	Buy	710 +13	+2%	+$849	0.02%	389
2022 Q1	$48.7K	Sell	697 -7	-1%	-$534	0.02%	409
2021 Q4	$63.4K	Buy	704 +7	+1%	+$605	0.02%	354
2021 Q3	$53.7K	Hold	697	–	–	0.02%	383
2021 Q2	$65.4K	Hold	697	–	–	0.02%	338
2021 Q1	$75.9K	Hold	697	–	–	0.03%	283
2020 Q4	$71.9K	Hold	697	–	–	0.03%	275
2020 Q3	$56.1K	Hold	697	–	–	0.03%	286
2020 Q2	$58.9K	Hold	697	–	–	0.03%	269
2020 Q1	$52.9K	Sell	697 -62	-8%	-$5.66K	0.03%	258
2019 Q4	$70.2K	Sell	759 -42	-5%	-$3.58K	0.04%	254
2019 Q3	$63.7K	Hold	801	–	–	0.04%	255
2019 Q2	$66.2K	Hold	801	–	–	0.04%	250
2019 Q1	$53.7K	Hold	801	–	–	0.03%	280
2018 Q4	$52.8K	Hold	801	–	–	0.03%	268
2018 Q3	$54.5K	Hold	801	–	–	0.04%	274
2018 Q2	$46.2K	Hold	801	–	–	0.03%	308
2018 Q1	$46.9K	Hold	801	–	–	0.03%	291
2017 Q4	$48.3K	Hold	801	–	–	0.04%	281
2017 Q3	$48K	Hold	801	–	–	0.04%	277
2017 Q2	$47.8K	Hold	801	–	–	0.04%	270
2017 Q1	$46.5K	Hold	801	–	–	0.04%	280
2016 Q4	$45.4K	Sell	801 -24	-3%	-$1.23K	0.04%	283
2016 Q3	$38.3K	Sell	825 -20	-2%	-$882	0.04%	300
2016 Q2	$33.7K	Hold	845	–	–	0.03%	309
2016 Q1	$32.9K	Buy	+845	New	+$29.9K	0.03%	315

Other funds holding ESE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Sutton Wealth Advisors's ESE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of ESCO Technologies (ESE) in Q1 2023, closing a stake of 708 shares — an estimated $62K sold.

Sutton Wealth Advisors first reported a position in ESE in Q1 2016 and held it in 28 quarters. The position peaked at $75.9K in Q1 2021. 193 funds tracked by Wall St. Rank hold ESE as of Q1 2023.

Sutton Wealth Advisors reported no remaining ESCO Technologies position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 708 ESCO Technologies shares in Q1 2023, an estimated $62K.
Sutton Wealth Advisors first reported a position in ESCO Technologies in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's ESCO Technologies position peaked at $75.9K in Q1 2021.
193 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.