Chuck Royce's ESE Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 363.4K shares of ESCO Technologies Inc. (ESE) worth $76.71 M, representing 0.76% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in ESE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 142.4K shares. Largest reduction occurred in Q1 2025, reducing 148.8K shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's ESCO Technologies (ESE) Holding Value Over Time
Track share changes against reported price movement
Quarterly ESCO Technologies (ESE) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +447,118 | New Buy | 447,118 | $75.91 |
| Q2 2020 | +20,442 | Add 4.57% | 467,560 | $84.53 |
| Q3 2020 | +11,764 | Add 2.52% | 479,324 | $80.56 |
| Q4 2020 | -13,836 | Reduce 2.89% | 465,488 | $103.22 |
| Q1 2021 | +14,746 | Add 3.17% | 480,234 | $108.89 |
| Q2 2021 | +44,321 | Add 9.23% | 524,555 | $93.81 |
| Q3 2021 | +142,359 | Add 27.14% | 666,914 | $77.00 |
| Q4 2021 | -63,819 | Reduce 9.57% | 603,095 | $89.99 |
| Q1 2022 | +11,020 | Add 1.83% | 614,115 | $69.92 |
| Q2 2022 | +24,670 | Add 4.02% | 638,785 | $68.37 |
| Q3 2022 | -39,261 | Reduce 6.15% | 599,524 | $73.44 |
| Q4 2022 | -46,791 | Reduce 7.80% | 552,733 | $87.54 |
| Q1 2023 | +3,042 | Add 0.55% | 555,775 | $95.45 |
| Q2 2023 | +59,676 | Add 10.74% | 615,451 | $103.63 |
| Q3 2023 | +63,672 | Add 10.35% | 679,123 | $104.44 |
| Q4 2023 | -18,282 | Reduce 2.69% | 660,841 | $117.03 |
| Q1 2024 | +35,070 | Add 5.31% | 695,911 | $107.05 |
| Q2 2024 | -39,108 | Reduce 5.62% | 656,803 | $105.04 |
| Q3 2024 | -100,852 | Reduce 15.35% | 555,951 | $128.98 |
| Q4 2024 | -3,853 | Reduce 0.69% | 552,098 | $133.21 |
| Q1 2025 | -148,812 | Reduce 26.95% | 403,286 | $159.12 |
| Q2 2025 | -41,544 | Reduce 10.30% | 361,742 | $191.87 |
| Q3 2025 | +1,630 | Add 0.45% | 363,372 | $211.11 |
Chuck Royce's ESCO Technologies Investment FAQs
Chuck Royce first purchased ESCO Technologies Inc. (ESE) in Q1 2020, acquiring 447,118 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held ESCO Technologies Inc. (ESE) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to ESCO Technologies Inc. (ESE) was in Q1 2020, adding 447,118 shares worth $33.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 363,372 shares of ESCO Technologies Inc. (ESE), valued at approximately $76.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ESCO Technologies Inc. (ESE) represents approximately 0.76% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in ESCO Technologies Inc. (ESE) was 695,911 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.