VWM
ESE icon

Valley Wealth Managers’s ESCO Technologies ESE Stock Holding History

Valley Wealth Managers’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
-200
Closed -$23.4K – 335
2023
Q4 		$23.4K Hold
200
– – ﹤0.01% 239
2023
Q3 		$20.9K Hold
200
– – ﹤0.01% 253
2023
Q2 		$20.7K Hold
200
– – ﹤0.01% 246
2023
Q1 		$19.1K Hold
200
– – ﹤0.01% 255
2022
Q4 		$17.5K Hold
200
– – ﹤0.01% 276
2022
Q3 		$15K Hold
200
– – ﹤0.01% 305
2022
Q2 		$14K Buy
+200
New +$13.1K ﹤0.01% 312

Other funds holding ESE

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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