Enterprise Financial Services Corp (EFSC)’s Essex Property Trust ESS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-8	Closed	-$2K	–	656
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	1122
2021 Q1	$2K	Buy	8 +3	+60%	+$778	﹤0.01%	1134
2020 Q4	$1K	Sell	5 -4	-44%	-$923	﹤0.01%	1192
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	1049
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	1050
2020 Q1	$2K	Buy	9 +6	+200%	+$1.72K	﹤0.01%	998
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1065
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	1057
2019 Q2	$1K	Buy	+3	New	+$865	﹤0.01%	1105
2018 Q4	–	Sell	-5	Closed	-$1K	–	1004
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	982
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	917
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	892
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	864
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	877
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	880
2017 Q1	$1K	Buy	+5	New	+$1.15K	﹤0.01%	1004
2016 Q1	–	Sell	-18	Closed	-$4K	–	1077
2015 Q4	$4K	Buy	+18	New	+$4.13K	﹤0.01%	765

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s ESS Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Essex Property Trust (ESS) in Q3 2021, closing a stake of 8 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ESS in Q4 2015 and held it in 17 quarters. The position peaked at $4K in Q4 2015. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Essex Property Trust position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 8 Essex Property Trust shares in Q3 2021, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in Essex Property Trust in Q4 2015 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s Essex Property Trust position peaked at $4K in Q4 2015.
523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.