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KB Financial Partners’s Essex Property Trust ESS Stock Holding History

KB Financial 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
2023
Q3 		– Sell
-7
Closed -$2K – 590
2023
Q2 		$2K Hold
7
– – ﹤0.01% 525
2023
Q1 		$1K Hold
7
– – ﹤0.01% 577
2022
Q4 		$1K Buy
+7
New +$1.53K ﹤0.01% 568

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KB Financial Partners's ESS Position: Q3 2023 in Review

KB Financial Partners sold out of Essex Property Trust (ESS) in Q3 2023, closing a stake of 7 shares — an estimated $2K sold.

KB Financial Partners first reported a position in ESS in Q4 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2023.

  • KB Financial Partners reported no remaining Essex Property Trust position as of Q3 2023 after selling out during the quarter.
  • KB Financial Partners sold 7 Essex Property Trust shares in Q3 2023, an estimated $2K.
  • KB Financial Partners first reported a position in Essex Property Trust in Q4 2022 and held it in 3 quarters.
  • KB Financial Partners's Essex Property Trust position peaked at $2K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.