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Veritable’s ESCO Technologies ESE Stock Holding History

Veritable’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
Q1 		– Sell
-2,299
Closed -$207K – 920
2021
Q4 		$207K Buy
+2,299
New +$199K ﹤0.01% 872
2021
Q3 		– Sell
-2,140
Closed -$201K – 891
2021
Q2 		$201K Buy
2,140
+78
+4% +$7.87K ﹤0.01% 842
2021
Q1 		$225K Sell
2,062
-77
-4% -$8.14K ﹤0.01% 749
2020
Q4 		$221K Buy
+2,139
New +$201K ﹤0.01% 733

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Veritable's ESE Position: Q1 2022 in Review

Veritable sold out of ESCO Technologies (ESE) in Q1 2022, closing a stake of 2,299 shares — an estimated $207K sold.

Veritable first reported a position in ESE in Q4 2020 and held it in 4 quarters. The position peaked at $225K in Q1 2021. 186 funds tracked by Wall St. Rank hold ESE as of Q1 2022.

  • Veritable reported no remaining ESCO Technologies position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 2,299 ESCO Technologies shares in Q1 2022, an estimated $207K.
  • Veritable first reported a position in ESCO Technologies in Q4 2020 and held it in 4 quarters.
  • Veritable's ESCO Technologies position peaked at $225K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.