Ies Hldgs shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Ies Hldgs
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Quarterly reported holdings in Ies Hldgs by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.6k | 397.65 |
| 2025-06-30 | $743k | 2.5k | 296.23 |
| 2025-03-31 | $492k | 3.0k | 165.11 |
| 2024-12-31 | $874k | 4.4k | 200.96 |
| 2024-09-30 | $990k | 4.3k | 228.04 |
| 2024-06-30 | $631k | 4.5k | 139.33 |
| 2024-03-31 | $521k | 4.3k | 121.64 |
| 2023-12-31 | $260k | 3.3k | 79.22 |
| 2022-03-31 | $247k | 6.1k | 40.18 |
| 2021-12-31 | $552k | 11k | 50.65 |
| 2021-09-30 | $576k | 13k | 45.72 |
| 2021-06-30 | $958k | 19k | 51.34 |
| 2021-03-31 | $1.4M | 28k | 50.40 |
| 2020-12-31 | $1.8M | 40k | 46.04 |
| 2020-09-30 | $1.2M | 38k | 31.79 |
| 2020-06-30 | $758k | 33k | 23.19 |
| 2020-03-31 | $492k | 28k | 17.67 |
| 2019-12-31 | $355k | 14k | 25.66 |
| 2019-09-30 | $338k | 16k | 20.57 |
| 2019-06-30 | $314k | 17k | 18.82 |
| 2019-03-31 | $280k | 16k | 17.79 |
| 2018-12-31 | $95k | 6.1k | 15.47 |
| 2018-09-30 | $176k | 9.0k | 19.45 |
| 2018-06-30 | $65k | 3.9k | 16.84 |
| 2018-03-31 | $62k | 4.1k | 15.17 |
| 2017-12-31 | $83k | 4.8k | 17.15 |
| 2017-03-31 | $472k | 26k | 18.08 |
| 2016-12-31 | $955k | 50k | 19.15 |
| 2016-09-30 | $1.2M | 67k | 17.80 |
| 2016-06-30 | $1.0M | 84k | 12.42 |
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