Number of Shares
839.00
Current Holdings Value*
$133,500.00
% of Portfolio
0.61%
Total Estimate Gain
$46,281.90
% of Total Estimate Gain
29.76%

Small Company Value Portfolio's ESCO Technologies Inc Holding Summary

As of 2025-03-31, Small Company Value Portfolio held 839.00 shares of ESCO Technologies Inc(ESE), totaling $133,500.00. This investment constitutes 0.61% of their stock portfolio, and Small Company Value Portfolio now holds 0% of the outstanding ESCO Technologies Inc(ESE) stock.

The initial trade took place in 2023Q1. And since then Small Company Value Portfolio has made 3 purchases of ESE, at an average price of $128.62, for a total of 1,209.00 shares. In addition, there have been 2 sales at an average price of $104.33 for 370.00 shares. Based on historical transaction data and ESE's current price of $194.50, Small Company Value Portfolio's estimated gain on his ESE holdings is $46,281.90, reflecting a 29.76% gain to date.

Small Company Value Portfolio ESE ($194.50) Holding Chart

Small Company Value Portfolio ESE ($194.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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