Desjardins Global Asset Management’s Essex Property Trust ESS Stock Holding History

Desjardins Global 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	$142K	Buy	572 +108	+23%	+$23.8K	0.02%	409
2023 Q3	$98.4K	Sell	464 -2,027	-81%	-$475K	0.01%	474
2023 Q2	$584K	Buy	2,491 +490	+24%	+$107K	0.07%	265
2023 Q1	$418K	Buy	2,001 +54	+3%	+$11.9K	0.05%	282
2022 Q4	$412K	Buy	1,947 +110	+6%	+$24K	0.07%	247
2022 Q3	$444K	Sell	1,837 -47	-2%	-$12.7K	0.06%	241
2022 Q2	$492K	Buy	1,884 +1,641	+675%	+$497K	0.06%	228
2022 Q1	$83K	Buy	243 +8	+3%	+$2.67K	0.01%	392
2021 Q4	$82K	Buy	+235	New	+$80K	0.01%	409

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Desjardins Global Asset Management's ESS Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Essex Property Trust (ESS) stake by 23% in Q4 2023, buying an estimated $23.8K and bringing the position to 572 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #409.

Desjardins Global Asset Management first reported a position in ESS in Q4 2021 and has held it in 9 quarters since. The position peaked at $584K in Q2 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

Desjardins Global Asset Management held 572 shares of Essex Property Trust worth $142K as of Q4 2023.
Desjardins Global Asset Management bought 108 Essex Property Trust shares in Q4 2023, an estimated $23.8K.
Essex Property Trust made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #409 holding.
Desjardins Global Asset Management first reported a position in Essex Property Trust in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Essex Property Trust position peaked at $584K in Q2 2023.
546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.