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Price Wealth’s Essex Property Trust ESS Stock Holding History

Price Wealth’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 		$12K Buy
58
+53
+1,060% +$11.5K ﹤0.01% 266
2020
Q2 		$1K Buy
+5
New +$1.2K ﹤0.01% 349
2020
Q1 		– Sell
-4
Closed -$1K – 442
2019
Q4 		$1K Buy
+4
New +$1.26K ﹤0.01% 300
2018
Q2 		– Sell
-27
Closed -$6.43K – 255
2018
Q1 		$6K Sell
27
-27
-50% -$6.22K ﹤0.01% 209
2017
Q4 		$13K Buy
+54
New +$13.6K 0.01% 157

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Price Wealth's ESS Position: Q3 2020 in Review

Price Wealth increased its Essex Property Trust (ESS) stake by 1,060% in Q3 2020, buying an estimated $11.5K and bringing the position to 58 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Price Wealth first reported a position in ESS in Q4 2017 and has held it in 5 quarters since. The position peaked at $13K in Q4 2017. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Price Wealth held 58 shares of Essex Property Trust worth $12K as of Q3 2020.
  • Price Wealth bought 53 Essex Property Trust shares in Q3 2020, an estimated $11.5K.
  • Essex Property Trust made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #266 holding.
  • Price Wealth first reported a position in Essex Property Trust in Q4 2017 and has held it in 5 quarters since.
  • Price Wealth's Essex Property Trust position peaked at $13K in Q4 2017.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.