Lenox Wealth Management’s Essex Property Trust ESS Stock Holding History

Lenox Wealth 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
2020 Q2	$7K	Sell	33 -4	-11%	-$959	﹤0.01%	486
2020 Q1	$8K	Hold	37	–	–	﹤0.01%	419
2019 Q4	$11K	Hold	37	–	–	﹤0.01%	428
2019 Q3	$12K	Sell	37 -16	-30%	-$5K	﹤0.01%	424
2019 Q2	$15K	Hold	53	–	–	﹤0.01%	382
2019 Q1	$15K	Sell	53 -1,230	-96%	-$336K	﹤0.01%	393
2018 Q4	$317K	Sell	1,283 -18	-1%	-$4.54K	0.11%	97
2018 Q3	$323K	Buy	1,301 +30	+2%	+$7.22K	0.1%	117
2018 Q2	$306K	Sell	1,271 -95	-7%	-$22.6K	0.1%	112
2018 Q1	$331K	Sell	1,366 -930	-41%	-$214K	0.11%	106
2017 Q4	$558K	Buy	2,296 +384	+20%	+$96.9K	0.17%	104
2017 Q3	$489K	Buy	+1,912	New	+$499K	0.17%	101

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Lenox Wealth Management's ESS Position: Q2 2020 in Review

Lenox Wealth Management reduced its Essex Property Trust (ESS) stake by 11% in Q2 2020, selling an estimated $959 and leaving 33 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Lenox Wealth Management first reported a position in ESS in Q3 2017 and has held it in 12 quarters since. The position peaked at $558K in Q4 2017. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

Lenox Wealth Management held 33 shares of Essex Property Trust worth $7K as of Q2 2020.
Lenox Wealth Management sold 4 Essex Property Trust shares in Q2 2020, an estimated $959.
Essex Property Trust made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #486 holding.
Lenox Wealth Management first reported a position in Essex Property Trust in Q3 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Essex Property Trust position peaked at $558K in Q4 2017.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.