Convergence Investment Partners’s Essex Property Trust ESS Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-396	Closed	-$137K	–	224
2022 Q1	$137K	Buy	+396	New	+$132K	0.07%	208
2018 Q2	–	Sell	-24	Closed	-$6K	–	508
2018 Q1	$6K	Buy	+24	New	+$5.53K	﹤0.01%	789

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

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

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

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

Convergence Investment Partners's ESS Position: Q2 2022 in Review

Convergence Investment Partners sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 396 shares — an estimated $137K sold.

Convergence Investment Partners first reported a position in ESS in Q1 2018 and held it in 2 quarters. The position peaked at $137K in Q1 2022. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Convergence Investment Partners reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Convergence Investment Partners sold 396 Essex Property Trust shares in Q2 2022, an estimated $137K.
Convergence Investment Partners first reported a position in Essex Property Trust in Q1 2018 and held it in 2 quarters.
Convergence Investment Partners's Essex Property Trust position peaked at $137K in Q1 2022.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Convergence Investment Partners's 13F filing for Q2 2022, filed 5 Aug 2022.