Tarbox Family Office’s ESCO Technologies ESE Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-10	Closed	-$1K	–	399
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	938
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	996
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1041
2021 Q2	$1K	Sell	10 -20	-67%	-$2.02K	﹤0.01%	1041
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	744
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	679
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	758
2020 Q2	$3K	Hold	30	–	–	﹤0.01%	609
2020 Q1	$2K	Buy	30 +20	+200%	+$1.83K	﹤0.01%	623
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	959
2019 Q3	$1K	Sell	10 -13	-57%	-$1.03K	﹤0.01%	904
2019 Q2	$2K	Buy	+23	New	+$1.69K	﹤0.01%	724
2014 Q1	–	Sell	-18	Closed	-$1K	–	502
2013 Q4	$1K	Buy	+18	New	+$620	﹤0.01%	502

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Capital International Investors

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return