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Clal Insurance’s Essex Property Trust ESS Stock Holding History

Clal Insurance’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
2021
Q3 		– Sell
-445
Closed -$134K – 228
2021
Q2 		$134K Sell
445
-239
-35% -$70.5K ﹤0.01% 213
2021
Q1 		$187K Buy
+684
New +$177K ﹤0.01% 186
2020
Q3 		– Sell
-1,200
Closed -$277K – 144
2020
Q2 		$277K Buy
+1,200
New +$288K 0.01% 128

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Clal Insurance's ESS Position: Q3 2021 in Review

Clal Insurance sold out of Essex Property Trust (ESS) in Q3 2021, closing a stake of 445 shares — an estimated $134K sold.

Clal Insurance first reported a position in ESS in Q2 2020 and held it in 3 quarters. The position peaked at $277K in Q2 2020. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

  • Clal Insurance reported no remaining Essex Property Trust position as of Q3 2021 after selling out during the quarter.
  • Clal Insurance sold 445 Essex Property Trust shares in Q3 2021, an estimated $134K.
  • Clal Insurance first reported a position in Essex Property Trust in Q2 2020 and held it in 3 quarters.
  • Clal Insurance's Essex Property Trust position peaked at $277K in Q2 2020.
  • 523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Clal Insurance's 13F filing for Q3 2021, filed 15 Nov 2021.