Orinda Asset Management’s Essex Property Trust ESS Stock Holding History

Orinda 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
2020 Q3	–	Sell	-7,000	Closed	-$1.6M	–	41
2020 Q2	$1.6M	Buy	+7,000	New	+$1.68M	3.05%	12

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orinda Asset Management's ESS Position: Q3 2020 in Review

Orinda Asset Management sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 7,000 shares — an estimated $1.6M sold.

Orinda Asset Management first reported a position in ESS in Q2 2020 and held it in 1 quarter. The position peaked at $1.6M in Q2 2020. 478 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

Orinda Asset Management reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
Orinda Asset Management sold 7,000 Essex Property Trust shares in Q3 2020, an estimated $1.6M.
Orinda Asset Management first reported a position in Essex Property Trust in Q2 2020 and held it in 1 quarter.
Orinda Asset Management's Essex Property Trust position peaked at $1.6M in Q2 2020.
478 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Orinda Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.