Essex Savings Bank’s Digital Realty Trust DLR Stock Holding History

Essex Savings Bank’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,167	Closed	-$206K	–	228
2021 Q4	$206K	Buy	+1,167	New	+$187K	0.07%	216
2020 Q4	–	Sell	-1,424	Closed	-$209K	–	196
2020 Q3	$209K	Buy	+1,424	New	+$213K	0.1%	174
2019 Q3	–	Sell	-350	Closed	-$41K	–	287
2019 Q2	$41K	Buy	350 +294	+525%	+$35K	0.01%	470
2019 Q1	$7K	Sell	56 -11	-16%	-$1.23K	﹤0.01%	532
2018 Q4	$7K	Buy	+67	New	+$7.4K	﹤0.01%	537

Other funds holding DLR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Essex Savings Bank's DLR Position: Q1 2022 in Review

Essex Savings Bank sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,167 shares — an estimated $206K sold.

Essex Savings Bank first reported a position in DLR in Q4 2018 and held it in 5 quarters. The position peaked at $209K in Q3 2020. 1,030 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

Essex Savings Bank reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
Essex Savings Bank sold 1,167 Digital Realty Trust shares in Q1 2022, an estimated $206K.
Essex Savings Bank first reported a position in Digital Realty Trust in Q4 2018 and held it in 5 quarters.
Essex Savings Bank's Digital Realty Trust position peaked at $209K in Q3 2020.
1,030 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Essex Savings Bank's 13F filing for Q1 2022, filed 3 May 2022.