CSat Investment Advisory’s Essex Property Trust ESS Stock Holding History

CSat Investment Advisory’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 Q1	$41K	Buy	152 +1	+0.7%	+$259	0.03%	240
2020 Q4	$36K	Sell	151 -177	-54%	-$40.8K	0.03%	225
2020 Q3	$66K	Buy	328 +58	+21%	+$12.6K	0.01%	619
2020 Q2	$62K	Buy	270 +77	+40%	+$18.5K	0.01%	640
2020 Q1	$42K	Buy	193 +11	+6%	+$3.16K	0.01%	565
2019 Q4	$54K	Buy	182 +22	+14%	+$6.95K	0.01%	610
2019 Q3	$52K	Buy	160 +23	+17%	+$7.19K	0.02%	523
2019 Q2	$40K	Buy	137 +81	+145%	+$23.3K	0.01%	611
2019 Q1	$16K	Hold	56	–	–	0.01%	358
2018 Q4	$14K	Buy	56 +5	+10%	+$1.26K	0.01%	358
2018 Q3	$13K	Buy	51 +6	+13%	+$1.45K	0.01%	312
2018 Q2	$11K	Buy	+45	New	+$10.7K	0.01%	324

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's ESS Position: Q1 2021 in Review

CSat Investment Advisory increased its Essex Property Trust (ESS) stake by 0.66% in Q1 2021, buying an estimated $259 and bringing the position to 152 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #240.

CSat Investment Advisory first reported a position in ESS in Q2 2018 and has held it in 12 quarters since. The position peaked at $66K in Q3 2020. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

CSat Investment Advisory held 152 shares of Essex Property Trust worth $41K as of Q1 2021.
CSat Investment Advisory bought 1 Essex Property Trust share in Q1 2021, an estimated $259.
Essex Property Trust made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #240 holding.
CSat Investment Advisory first reported a position in Essex Property Trust in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Essex Property Trust position peaked at $66K in Q3 2020.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.