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GHP Investment Advisors’s Essex Property Trust ESS Stock Holding History

GHP Investment Advisors’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
Q4 		– Sell
-23
Closed -$5.05K – 876
2023
Q3 		$5.05K Buy
+23
New +$5.39K ﹤0.01% 786
2022
Q3 		– Sell
-21
Closed -$5K – 921
2022
Q2 		$5K Buy
+21
New +$6.36K ﹤0.01% 798

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GHP Investment Advisors's ESS Position: Q4 2023 in Review

GHP Investment Advisors sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 23 shares — an estimated $5.05K sold.

GHP Investment Advisors first reported a position in ESS in Q2 2022 and held it in 2 quarters. The position peaked at $5.05K in Q3 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • GHP Investment Advisors reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 23 Essex Property Trust shares in Q4 2023, an estimated $5.05K.
  • GHP Investment Advisors first reported a position in Essex Property Trust in Q2 2022 and held it in 2 quarters.
  • GHP Investment Advisors's Essex Property Trust position peaked at $5.05K in Q3 2023.
  • 546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on GHP Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.