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AlphaSimPlex Group’s Essex Property Trust ESS Stock Holding History

AlphaSimPlex Group’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
Q3 		– Sell
-1,011
Closed -$232K – 290
2020
Q2 		$232K Buy
+1,011
New +$242K 0.17% 234
2020
Q1 		– Sell
-1,151
Closed -$346K – 155
2019
Q4 		$346K Buy
+1,151
New +$364K 0.13% 213

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaSimPlex Group's ESS Position: Q3 2020 in Review

AlphaSimPlex Group sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 1,011 shares — an estimated $232K sold.

AlphaSimPlex Group first reported a position in ESS in Q4 2019 and held it in 2 quarters. The position peaked at $346K in Q4 2019. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • AlphaSimPlex Group reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • AlphaSimPlex Group sold 1,011 Essex Property Trust shares in Q3 2020, an estimated $232K.
  • AlphaSimPlex Group first reported a position in Essex Property Trust in Q4 2019 and held it in 2 quarters.
  • AlphaSimPlex Group's Essex Property Trust position peaked at $346K in Q4 2019.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on AlphaSimPlex Group's 13F filing for Q3 2020, filed 13 Nov 2020.