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Lee Financial’s Essex Property Trust ESS Stock Holding History

Lee Financial’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
Q1 		– Sell
-10
Closed -$2.5K – 375
2023
Q4 		$2.5K Buy
+10
New +$2.21K ﹤0.01% 697
2022
Q1 		– Sell
-33
Closed -$12K – 821
2021
Q4 		$12K Buy
+33
New +$11.2K ﹤0.01% 461
2018
Q3 		– Sell
-28
Closed -$7K – 540
2018
Q2 		$7K Sell
28
-1
-3% -$238 ﹤0.01% 562
2018
Q1 		$7K Buy
+29
New +$6.69K ﹤0.01% 562

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lee Financial's ESS Position: Q1 2024 in Review

Lee Financial sold out of Essex Property Trust (ESS) in Q1 2024, closing a stake of 10 shares — an estimated $2.5K sold.

Lee Financial first reported a position in ESS in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 544 funds tracked by Wall St. Rank hold ESS as of Q1 2024.

  • Lee Financial reported no remaining Essex Property Trust position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 10 Essex Property Trust shares in Q1 2024, an estimated $2.5K.
  • Lee Financial first reported a position in Essex Property Trust in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Essex Property Trust position peaked at $12K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.