Wilen Investment Management’s Escalade ESCA Stock Holding History

Wilen Investment Management’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$86K	Buy	9,090 +2,656	+41%	+$31.3K	0.09%	66
2022 Q2	$79K	Hold	6,434	–	–	0.07%	67
2022 Q1	$84K	Hold	6,434	–	–	0.06%	69
2021 Q4	$97K	Hold	6,434	–	–	0.07%	64
2021 Q3	$119K	Buy	+6,434	New	+$143K	0.1%	58
2021 Q1	–	Sell	-6,434	Closed	-$132K	–	65
2020 Q4	$132K	Buy	+6,434	New	+$131K	0.13%	57
2020 Q1	–	Sell	-12,443	Closed	-$118K	–	53
2019 Q4	$118K	Sell	12,443 -1,600	-11%	-$17.3K	0.09%	56
2019 Q3	$147K	Sell	14,043 -200	-1%	-$2.19K	0.11%	57
2019 Q2	$150K	Sell	14,243 -1,097	-7%	-$12.7K	0.12%	59
2019 Q1	$173K	Buy	15,340 +4,401	+40%	+$52K	0.13%	57
2018 Q4	$118K	Buy	+10,939	New	+$129K	0.1%	58

Other funds holding ESCA

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

ETM

Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return

Wilen Investment Management's ESCA Position: Q3 2022 in Review

Wilen Investment Management increased its Escalade (ESCA) stake by 41% in Q3 2022, buying an estimated $31.3K and bringing the position to 9,090 shares worth $86K. The position accounts for 0.09% of the portfolio, ranked #66.

Wilen Investment Management first reported a position in ESCA in Q4 2018 and has held it in 11 quarters since. The position peaked at $173K in Q1 2019. 41 funds tracked by Wall St. Rank hold ESCA as of Q3 2022.

Wilen Investment Management held 9,090 shares of Escalade worth $86K as of Q3 2022.
Wilen Investment Management bought 2,656 Escalade shares in Q3 2022, an estimated $31.3K.
Escalade made up 0.09% of Wilen Investment Management's portfolio in Q3 2022, its #66 holding.
Wilen Investment Management first reported a position in Escalade in Q4 2018 and has held it in 11 quarters since.
Wilen Investment Management's Escalade position peaked at $173K in Q1 2019.
41 funds tracked by Wall St. Rank held Escalade as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.