Gradient Investments’s Essex Property Trust ESS Stock Holding History

Gradient Investments’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	–	Sell	-33	Closed	-$8.98K	–	616
2024 Q2	$8.98K	Buy	+33	New	+$8.47K	﹤0.01%	756
2024 Q1	–	Sell	-5	Closed	-$1.24K	–	1412
2023 Q4	$1.24K	Hold	5	–	–	﹤0.01%	1355
2023 Q3	$1.06K	Sell	5 -130	-96%	-$30.5K	﹤0.01%	1355
2023 Q2	$31.6K	Buy	135 +5	+4%	+$1.09K	﹤0.01%	602
2023 Q1	$27.2K	Buy	+130	New	+$28.7K	﹤0.01%	615
2022 Q1	–	Sell	-11	Closed	-$4K	–	1223
2021 Q4	$4K	Buy	+11	New	+$3.74K	﹤0.01%	965
2019 Q1	–	Sell	-74	Closed	-$18K	–	898
2018 Q4	$18K	Buy	+74	New	+$18.7K	﹤0.01%	466
2018 Q1	–	Sell	-1	Closed	–	–	1054
2017 Q4	$0	Buy	+1	New	+$252	﹤0.01%	1031

Other funds holding ESS

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Gradient Investments's ESS Position: Q3 2024 in Review

Gradient Investments sold out of Essex Property Trust (ESS) in Q3 2024, closing a stake of 33 shares — an estimated $8.98K sold.

Gradient Investments first reported a position in ESS in Q4 2017 and held it in 8 quarters. The position peaked at $31.6K in Q2 2023. 607 funds tracked by Wall St. Rank hold ESS as of Q3 2024.

Gradient Investments reported no remaining Essex Property Trust position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 33 Essex Property Trust shares in Q3 2024, an estimated $8.98K.
Gradient Investments first reported a position in Essex Property Trust in Q4 2017 and held it in 8 quarters.
Gradient Investments's Essex Property Trust position peaked at $31.6K in Q2 2023.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.