Better Money Decisions’s Essex Property Trust ESS Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-24	Closed	-$6K	–	175
2022 Q2	$6K	Buy	+24	New	+$7.26K	0.01%	363
2021 Q4	–	Sell	-24	Closed	-$8K	–	229
2021 Q3	$8K	Sell	24 -17	-41%	-$5.5K	0.01%	436
2021 Q2	$12K	Hold	41	–	–	0.01%	353
2021 Q1	$11K	Buy	+41	New	+$10.6K	0.01%	316

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Better Money Decisions's ESS Position: Q3 2022 in Review

Better Money Decisions sold out of Essex Property Trust (ESS) in Q3 2022, closing a stake of 24 shares — an estimated $6K sold.

Better Money Decisions first reported a position in ESS in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 525 funds tracked by Wall St. Rank hold ESS as of Q3 2022.

Better Money Decisions reported no remaining Essex Property Trust position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 24 Essex Property Trust shares in Q3 2022, an estimated $6K.
Better Money Decisions first reported a position in Essex Property Trust in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Essex Property Trust position peaked at $12K in Q2 2021.
525 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.