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Garda Capital Partners’s Essex Property Trust ESS Stock Holding History

Garda Capital Partners’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
Q1 		– Sell
-5,000
Closed -$1.24M – 446
2023
Q4 		$1.24M Hold
5,000
– – 0.11% 203
2023
Q3 		$1.06M Buy
+5,000
New +$1.17M 0.05% 361

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Garda Capital Partners's ESS Position: Q4 2023 in Review

Garda Capital Partners sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 3,573 shares — an estimated $788K sold.

Garda Capital Partners first reported a position in ESS in Q3 2023 and held it in 1 quarter. The position peaked at $758K in Q3 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • Garda Capital Partners reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
  • Garda Capital Partners sold 3,573 Essex Property Trust shares in Q4 2023, an estimated $788K.
  • Garda Capital Partners first reported a position in Essex Property Trust in Q3 2023 and held it in 1 quarter.
  • Garda Capital Partners's Essex Property Trust position peaked at $758K in Q3 2023.
  • 546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.