ClariVest Asset Management’s Essex Property Trust ESS Stock Holding History

ClariVest Asset Management’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
2023 Q4	–	Sell	-2	Closed	–	–	904
2023 Q3	$0	Buy	+2	New	+$469	﹤0.01%	782
2020 Q3	–	Sell	-14	Closed	-$3K	–	783
2020 Q2	$3K	Hold	14	–	–	﹤0.01%	662
2020 Q1	$3K	Hold	14	–	–	﹤0.01%	608
2019 Q4	$4K	Hold	14	–	–	﹤0.01%	552
2019 Q3	$5K	Buy	+14	New	+$4.38K	﹤0.01%	573

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ClariVest Asset Management's ESS Position: Q4 2023 in Review

ClariVest Asset Management sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 2 shares.

ClariVest Asset Management first reported a position in ESS in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 547 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

ClariVest Asset Management reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
ClariVest Asset Management sold 2 Essex Property Trust shares in Q4 2023.
ClariVest Asset Management first reported a position in Essex Property Trust in Q3 2019 and held it in 5 quarters.
ClariVest Asset Management's Essex Property Trust position peaked at $5K in Q3 2019.
547 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on ClariVest Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.