Leelyn Smith’s Essex Property Trust ESS Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-140	Closed	-$33K	–	385
2020 Q4	$33K	Hold	140	–	–	0.01%	210
2020 Q3	$28K	Hold	140	–	–	0.01%	209
2020 Q2	$32K	Hold	140	–	–	0.01%	240
2020 Q1	$31K	Buy	+140	New	+$40.2K	0.02%	187

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leelyn Smith's ESS Position: Q1 2021 in Review

Leelyn Smith sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 140 shares — an estimated $33K sold.

Leelyn Smith first reported a position in ESS in Q1 2020 and held it in 4 quarters. The position peaked at $33K in Q4 2020. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

Leelyn Smith reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
Leelyn Smith sold 140 Essex Property Trust shares in Q1 2021, an estimated $33K.
Leelyn Smith first reported a position in Essex Property Trust in Q1 2020 and held it in 4 quarters.
Leelyn Smith's Essex Property Trust position peaked at $33K in Q4 2020.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on Leelyn Smith's 13F filing for Q1 2021, filed 5 May 2021.