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Bell Investment Advisors’s Empire State Realty Trust ESRT Stock Holding History

Bell Investment Advisors’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-74
Closed – – 1964
2022
Q3 		$0 Hold
74
– – ﹤0.01% 1791
2022
Q2 		$1K Buy
+74
New +$601 ﹤0.01% 1422
2021
Q4 		$0 Buy
+55
New +$543 ﹤0.01% 1831

Other funds holding ESRT

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bell Investment Advisors's ESRT Position: Q4 2022 in Review

Bell Investment Advisors sold out of Empire State Realty Trust (ESRT) in Q4 2022, closing a stake of 74 shares.

Bell Investment Advisors first reported a position in ESRT in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 191 funds tracked by Wall St. Rank hold ESRT as of Q4 2022.

  • Bell Investment Advisors reported no remaining Empire State Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 74 Empire State Realty Trust shares in Q4 2022.
  • Bell Investment Advisors first reported a position in Empire State Realty Trust in Q4 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Empire State Realty Trust position peaked at $1K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.