First Personal Financial Services’s Essex Property Trust ESS Stock Holding History

First Personal Financial Services’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
2024 Q3	$296	Buy	+1	New	+$290	﹤0.01%	430
2023 Q1	–	Sell	-49	Closed	-$10.4K	–	416
2022 Q4	$10.4K	Sell	49 -10	-17%	-$2.19K	﹤0.01%	324
2022 Q3	$14K	Hold	59	–	–	﹤0.01%	311
2022 Q2	$15K	Hold	59	–	–	﹤0.01%	252
2022 Q1	$20K	Hold	59	–	–	﹤0.01%	248
2021 Q4	$21K	Hold	59	–	–	﹤0.01%	246
2021 Q3	$19K	Sell	59 -59	-50%	-$19.1K	﹤0.01%	248
2021 Q2	$35K	Sell	118 -119	-50%	-$35.1K	0.01%	220
2021 Q1	$64K	Hold	237	–	–	0.02%	173
2020 Q4	$56K	Hold	237	–	–	0.02%	178
2020 Q3	$48K	Hold	237	–	–	0.02%	181
2020 Q2	$54K	Hold	237	–	–	0.02%	180
2020 Q1	$52K	Sell	237 -2	-0.8%	-$575	0.02%	179
2019 Q4	$72K	Hold	239	–	–	0.02%	175
2019 Q3	$78K	Hold	239	–	–	0.02%	200
2019 Q2	$70K	Buy	239 +2	+0.8%	+$576	0.02%	242
2019 Q1	$69K	Hold	237	–	–	0.02%	232
2018 Q4	$58K	Hold	237	–	–	0.02%	242
2018 Q3	$58K	Hold	237	–	–	0.02%	260
2018 Q2	$57K	Hold	237	–	–	0.02%	256
2018 Q1	$57K	Sell	237 -20	-8%	-$4.61K	0.01%	415
2017 Q4	$62K	Hold	257	–	–	0.01%	427
2017 Q3	$65K	Hold	257	–	–	0.01%	378
2017 Q2	$66K	Hold	257	–	–	0.01%	369
2017 Q1	$60K	Hold	257	–	–	0.01%	357
2016 Q4	$60K	Buy	257 +8	+3%	+$1.73K	0.02%	344
2016 Q3	$55K	Hold	249	–	–	0.02%	264
2016 Q2	$57K	Buy	249 +12	+5%	+$2.68K	0.02%	246
2016 Q1	$55K	Hold	237	–	–	0.03%	171
2015 Q4	$57K	Hold	237	–	–	0.03%	169
2015 Q3	$53K	Hold	237	–	–	0.03%	167
2015 Q2	$51K	Sell	237 -2	-0.8%	-$443	0.03%	169
2015 Q1	$55K	Buy	239 +237	+11,850%	+$53.7K	0.03%	163
2014 Q4	$0	Buy	+2	New	+$396	﹤0.01%	491

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Personal Financial Services's ESS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Essex Property Trust (ESS) in Q3 2024: 1 share worth $296. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ESS as recently as Q4 2022.

First Personal Financial Services first reported a position in ESS in Q4 2014 and has held it in 34 quarters since. The position peaked at $78K in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

First Personal Financial Services held 1 share of Essex Property Trust worth $296 as of Q3 2024.
Essex Property Trust was a new First Personal Financial Services position in Q3 2024.
Essex Property Trust made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #430 holding.
First Personal Financial Services first reported a position in Essex Property Trust in Q4 2014 and has held it in 34 quarters since.
First Personal Financial Services's Essex Property Trust position peaked at $78K in Q3 2019.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.