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Mechanics Financial Corp’s Essex Property Trust ESS Stock Holding History

Mechanics Financial Corp’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
Q2 		– Sell
-25
Closed -$6.12K – 223
2024
Q1 		$6.12K Hold
25
– – ﹤0.01% 204
2023
Q4 		$6.2K Hold
25
– – ﹤0.01% 186
2023
Q3 		$5.3K Hold
25
– – ﹤0.01% 189
2023
Q2 		$5.86K Hold
25
– – ﹤0.01% 190
2023
Q1 		$5.23K Hold
25
– – ﹤0.01% 191
2022
Q4 		$5K Hold
25
– – ﹤0.01% 191
2022
Q3 		$6K Hold
25
– – ﹤0.01% 189
2022
Q2 		$7K Hold
25
– – ﹤0.01% 191
2022
Q1 		$9K Hold
25
– – ﹤0.01% 183
2021
Q4 		$9K Buy
+25
New +$8.51K ﹤0.01% 184

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mechanics Financial Corp's ESS Position: Q2 2024 in Review

Mechanics Financial Corp sold out of Essex Property Trust (ESS) in Q2 2024, closing a stake of 25 shares — an estimated $6.12K sold.

Mechanics Financial Corp first reported a position in ESS in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 580 funds tracked by Wall St. Rank hold ESS as of Q2 2024.

  • Mechanics Financial Corp reported no remaining Essex Property Trust position as of Q2 2024 after selling out during the quarter.
  • Mechanics Financial Corp sold 25 Essex Property Trust shares in Q2 2024, an estimated $6.12K.
  • Mechanics Financial Corp first reported a position in Essex Property Trust in Q4 2021 and held it in 10 quarters.
  • Mechanics Financial Corp's Essex Property Trust position peaked at $9K in Q1 2022.
  • 580 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2024.

Based on Mechanics Financial Corp's 13F filing for Q2 2024, filed 1 Aug 2024.