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

Minot 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
2022 Q2	–	Sell	-589	Closed	-$203K	–	195
2022 Q1	$203K	Sell	589 -1	-0.2%	-$334	0.04%	188
2021 Q4	$208K	Buy	+590	New	+$201K	0.04%	189

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 $3.37T AUM 44.26% 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

Minot Wealth Management's ESS Position: Q2 2022 in Review

Minot Wealth Management sold out of Essex Property Trust (ESS) in Q2 2022, closing a stake of 589 shares — an estimated $203K sold.

Minot Wealth Management first reported a position in ESS in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 543 funds tracked by Wall St. Rank hold ESS as of Q2 2022.

Minot Wealth Management reported no remaining Essex Property Trust position as of Q2 2022 after selling out during the quarter.
Minot Wealth Management sold 589 Essex Property Trust shares in Q2 2022, an estimated $203K.
Minot Wealth Management first reported a position in Essex Property Trust in Q4 2021 and held it in 2 quarters.
Minot Wealth Management's Essex Property Trust position peaked at $208K in Q4 2021.
543 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.