Loring Wolcott & Coolidge Fiduciary Advisors’s Essex Property Trust ESS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q2	–	Sell	-6	Closed	-$2K	–	642
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	615
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	692
2021 Q3	$2K	Sell	6 -18	-75%	-$5.82K	﹤0.01%	707
2021 Q2	$7K	Buy	+24	New	+$7.08K	﹤0.01%	694
2021 Q1	–	Sell	-6	Closed	-$1K	–	437
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	757
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	579
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	575
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	631
2019 Q4	$2K	Hold	6	–	–	﹤0.01%	644
2019 Q3	$2K	Hold	6	–	–	﹤0.01%	637
2019 Q2	$2K	Hold	6	–	–	﹤0.01%	658
2019 Q1	$2K	Hold	6	–	–	﹤0.01%	639
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	669
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	629
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	643
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	693
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	690
2017 Q3	$2K	Buy	+6	New	+$1.57K	﹤0.01%	642

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESS Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 6 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESS in Q3 2017 and held it in 18 quarters. The position peaked at $7K in Q2 2021. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 6 Essex Property Trust shares in Q2 2022, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Essex Property Trust in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Essex Property Trust position peaked at $7K in Q2 2021.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.