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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 $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 $3.38T AUM 44.17% 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

Valley Wealth Managers's ESE Position: Q1 2024 in Review

Valley Wealth Managers sold out of ESCO Technologies (ESE) in Q1 2024, closing a stake of 200 shares — an estimated $23.4K sold.

Valley Wealth Managers first reported a position in ESE in Q2 2022 and held it in 7 quarters. The position peaked at $23.4K in Q4 2023. 244 funds tracked by Wall St. Rank hold ESE as of Q1 2024.

  • Valley Wealth Managers reported no remaining ESCO Technologies position as of Q1 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 200 ESCO Technologies shares in Q1 2024, an estimated $23.4K.
  • Valley Wealth Managers first reported a position in ESCO Technologies in Q2 2022 and held it in 7 quarters.
  • Valley Wealth Managers's ESCO Technologies position peaked at $23.4K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.