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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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All positions including Ies Hldgs held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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