Harel Insurance Investments & Financial Services’s Essex Property Trust ESS Stock Holding History

Harel Insurance Investments & 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
2023 Q3	–	Sell	-40	Closed	-$9K	–	687
2023 Q2	$9K	Sell	40 -10	-20%	-$2.19K	﹤0.01%	630
2023 Q1	$10K	Sell	50 -10	-17%	-$2.21K	﹤0.01%	628
2022 Q4	$13K	Sell	60 -20	-25%	-$4.37K	﹤0.01%	613
2022 Q3	$19K	Sell	80 -70	-47%	-$18.9K	﹤0.01%	606
2022 Q2	$39K	Hold	150	–	–	﹤0.01%	545
2022 Q1	$52K	Buy	+150	New	+$50.1K	﹤0.01%	506
2019 Q4	–	Sell	-685	Closed	-$224K	–	494
2019 Q3	$224K	Buy	+685	New	+$214K	0.01%	198

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Harel Insurance Investments & Financial Services's ESS Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Essex Property Trust (ESS) in Q3 2023, closing a stake of 40 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in ESS in Q3 2019 and held it in 7 quarters. The position peaked at $224K in Q3 2019. 524 funds tracked by Wall St. Rank hold ESS as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Essex Property Trust position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 40 Essex Property Trust shares in Q3 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in Essex Property Trust in Q3 2019 and held it in 7 quarters.
Harel Insurance Investments & Financial Services's Essex Property Trust position peaked at $224K in Q3 2019.
524 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.