EWG Elevate’s Essex Property Trust ESS Stock Holding History

EWG Elevate’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 Q1	–	Sell	-7	Closed	-$1.48K	–	267
2022 Q4	$1.48K	Buy	+7	New	+$1.53K	﹤0.01%	620

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

EWG Elevate's ESS Position: Q1 2023 in Review

EWG Elevate sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 7 shares — an estimated $1.48K sold.

EWG Elevate first reported a position in ESS in Q4 2022 and held it in 1 quarter. The position peaked at $1.48K in Q4 2022. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

EWG Elevate reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 7 Essex Property Trust shares in Q1 2023, an estimated $1.48K.
EWG Elevate first reported a position in Essex Property Trust in Q4 2022 and held it in 1 quarter.
EWG Elevate's Essex Property Trust position peaked at $1.48K in Q4 2022.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.