Deseret Mutual Benefit Administrators’s Essex Property Trust ESS Stock Holding History

Deseret Mutual Benefit Administrators’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
2024 Q4	–	Sell	-39	Closed	-$11.5K	–	492
2024 Q3	$11.5K	Hold	39	–	–	0.01%	459
2024 Q2	$10.6K	Sell	39 -20	-34%	-$5.13K	﹤0.01%	462
2024 Q1	$14.4K	Hold	59	–	–	0.01%	451
2023 Q4	$14.6K	Sell	59 -24	-29%	-$5.29K	0.01%	450
2023 Q3	$17.6K	Hold	83	–	–	0.01%	451
2023 Q2	$19.4K	Buy	83 +5	+6%	+$1.09K	0.01%	445
2023 Q1	$16.3K	Hold	78	–	–	0.01%	451
2022 Q4	$16.5K	Sell	78 -67	-46%	-$14.6K	0.01%	454
2022 Q3	$35K	Sell	145 -31	-18%	-$8.39K	0.01%	438
2022 Q2	$46K	Hold	176	–	–	0.01%	435
2022 Q1	$61K	Sell	176 -31	-15%	-$10.4K	0.01%	430
2021 Q4	$73K	Hold	207	–	–	0.01%	423
2021 Q3	$66K	Sell	207 -58	-22%	-$18.8K	0.01%	426
2021 Q2	$79K	Buy	+265	New	+$78.2K	0.02%	417

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deseret Mutual Benefit Administrators's ESS Position: Q4 2024 in Review

Deseret Mutual Benefit Administrators sold out of Essex Property Trust (ESS) in Q4 2024, closing a stake of 39 shares — an estimated $11.5K sold.

Deseret Mutual Benefit Administrators first reported a position in ESS in Q2 2021 and held it in 14 quarters. The position peaked at $79K in Q2 2021. 629 funds tracked by Wall St. Rank hold ESS as of Q4 2024.

Deseret Mutual Benefit Administrators reported no remaining Essex Property Trust position as of Q4 2024 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 39 Essex Property Trust shares in Q4 2024, an estimated $11.5K.
Deseret Mutual Benefit Administrators first reported a position in Essex Property Trust in Q2 2021 and held it in 14 quarters.
Deseret Mutual Benefit Administrators's Essex Property Trust position peaked at $79K in Q2 2021.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2024.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q4 2024, filed 3 Feb 2025.