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Tradition Wealth Management’s ESCO Technologies ESE Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-413
Closed -$48K – 629
2023
Q4 		$48K Hold
413
– – 0.01% 635
2023
Q3 		$43K Hold
413
– – 0.01% 639
2023
Q2 		$43K Buy
413
+1
+0.2% +$96 0.01% 669
2023
Q1 		$39K Hold
412
– – ﹤0.01% 681
2022
Q4 		$36K Hold
412
– – 0.01% 615
2022
Q3 		$30K Buy
+412
New +$32K ﹤0.01% 649

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Tradition Wealth Management's ESE Position: Q1 2024 in Review

Tradition Wealth Management sold out of ESCO Technologies (ESE) in Q1 2024, closing a stake of 413 shares — an estimated $48K sold.

Tradition Wealth Management first reported a position in ESE in Q3 2022 and held it in 6 quarters. The position peaked at $48K in Q4 2023. 244 funds tracked by Wall St. Rank hold ESE as of Q1 2024.

  • Tradition Wealth Management reported no remaining ESCO Technologies position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 413 ESCO Technologies shares in Q1 2024, an estimated $48K.
  • Tradition Wealth Management first reported a position in ESCO Technologies in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's ESCO Technologies position peaked at $48K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.