JCM
ESS icon

Jacobi Capital Management’s Essex Property Trust ESS Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-125
Closed -$40K – 674
2021
Q3 		$40K Buy
125
+23
+23% +$7.44K 0.01% 708
2021
Q2 		$31K Buy
102
+21
+26% +$6.19K ﹤0.01% 738
2021
Q1 		$22K Buy
81
+17
+27% +$4.41K ﹤0.01% 756
2020
Q4 		$15K Buy
64
+29
+83% +$6.69K ﹤0.01% 774
2020
Q3 		$7K Buy
35
+15
+75% +$3.27K ﹤0.01% 873
2020
Q2 		$5K Hold
20
– – ﹤0.01% 900
2020
Q1 		$4K Buy
+20
New +$5.75K ﹤0.01% 847

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