6 Meridian’s Essex Property Trust ESS Stock Holding History

6 Meridian’s Portfolio ESS Stock Details ESS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,002	Closed	-$441K	–	378
2020 Q1	$441K	Buy	2,002 +133	+7%	+$38.2K	0.05%	298
2019 Q4	$562K	Buy	1,869 +76	+4%	+$24K	0.05%	313
2019 Q3	$586K	Sell	1,793 -83	-4%	-$25.9K	0.06%	212
2019 Q2	$548K	Buy	1,876 +38	+2%	+$11K	0.06%	240
2019 Q1	$532K	Sell	1,838 -251	-12%	-$68.5K	0.05%	219
2018 Q4	$512K	Sell	2,089 -22	-1%	-$5.55K	0.06%	217
2018 Q3	$521K	Buy	2,111 +147	+7%	+$35.4K	0.05%	228
2018 Q2	$470K	Sell	1,964 -45	-2%	-$10.7K	0.05%	290
2018 Q1	$484K	Buy	2,009 +289	+17%	+$66.6K	0.05%	222
2017 Q4	$415K	Buy	+1,720	New	+$434K	0.05%	340

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

6 Meridian's ESS Position: Q2 2020 in Review

6 Meridian sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 2,002 shares — an estimated $441K sold.

6 Meridian first reported a position in ESS in Q4 2017 and held it in 10 quarters. The position peaked at $586K in Q3 2019. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

6 Meridian reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 2,002 Essex Property Trust shares in Q2 2020, an estimated $441K.
6 Meridian first reported a position in Essex Property Trust in Q4 2017 and held it in 10 quarters.
6 Meridian's Essex Property Trust position peaked at $586K in Q3 2019.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.