ESB
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Essex Savings Bank’s Healthcare Realty HR Stock Holding History

Essex Savings Bank’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-185
Closed -$3K – 372
2019
Q2 		$3K Buy
+185
New +$5.21K ﹤0.01% 722

Other funds holding HR

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Savings Bank's HR Position: Q3 2019 in Review

Essex Savings Bank sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 185 shares — an estimated $3K sold.

Essex Savings Bank first reported a position in HR in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 332 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • Essex Savings Bank reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 185 Healthcare Realty shares in Q3 2019, an estimated $3K.
  • Essex Savings Bank first reported a position in Healthcare Realty in Q2 2019 and held it in 1 quarter.
  • Essex Savings Bank's Healthcare Realty position peaked at $3K in Q2 2019.
  • 332 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.