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Liberty Mutual Group Asset Management’s Essex Property Trust ESS Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-2,640
Closed -$651K – 275
2018
Q3 		$651K Hold
2,640
– – 0.01% 616
2018
Q2 		$631K Buy
2,640
+10
+0.4% +$2.38K 0.02% 625
2018
Q1 		$633K Hold
2,630
– – 0.02% 604
2017
Q4 		$635K Sell
2,630
-26
-1% -$6.56K 0.02% 669
2017
Q3 		$675K Sell
2,656
-1,586
-37% -$414K 0.04% 625
2017
Q2 		$1.09M Buy
4,242
+1,243
+41% +$312K 0.04% 587
2017
Q1 		$694K Sell
2,999
-1,474
-33% -$338K 0.03% 784
2016
Q4 		$1.04M Buy
4,473
+1,052
+31% +$227K 0.04% 681
2016
Q3 		$761K Sell
3,421
-972
-22% -$221K 0.03% 787
2016
Q2 		$1M Buy
4,393
+359
+9% +$80.2K 0.04% 647
2016
Q1 		$943K Buy
4,034
+175
+5% +$38.4K 0.04% 630
2015
Q4 		$925K Sell
3,859
-3,606
-48% -$828K 0.04% 684
2015
Q3 		$1.67M Buy
7,465
+105
+1% +$23.2K 0.06% 476
2015
Q2 		$1.56M Sell
7,360
-2,283
-24% -$505K 0.05% 656
2015
Q1 		$2.22M Sell
9,643
-537
-5% -$122K 0.07% 455
2014
Q4 		$2.1M Buy
10,180
+202
+2% +$40K 0.07% 490
2014
Q3 		$1.78M Sell
9,978
-336
-3% -$63.4K 0.06% 552
2014
Q2 		$1.91M Sell
10,314
-1,921
-16% -$340K 0.06% 533
2014
Q1 		$2.08M Buy
12,235
+3,985
+48% +$643K 0.07% 410
2013
Q4 		$1.18M Sell
8,250
-3,617
-30% -$556K 0.04% 723
2013
Q3 		$1.75M Sell
11,867
-3,810
-24% -$591K 0.07% 338
2013
Q2 		$2.49M Buy
+15,677
New +$2.47M 0.1% 258

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Mutual Group Asset Management's ESS Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Essex Property Trust (ESS) in Q4 2018, closing a stake of 2,640 shares — an estimated $651K sold.

Liberty Mutual Group Asset Management first reported a position in ESS in Q2 2013 and held it in 22 quarters. The position peaked at $2.49M in Q2 2013. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Essex Property Trust position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 2,640 Essex Property Trust shares in Q4 2018, an estimated $651K.
  • Liberty Mutual Group Asset Management first reported a position in Essex Property Trust in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Essex Property Trust position peaked at $2.49M in Q2 2013.
  • 490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.