RBA
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Richard Bernstein Advisors’s Essex Property Trust ESS Stock Holding History

Richard Bernstein 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
2020
Q2 		– Sell
-20,081
Closed -$4.43M – 260
2020
Q1 		$4.43M Hold
20,081
– – 0.16% 68
2019
Q4 		$6.04M Hold
20,081
– – 0.2% 70
2019
Q3 		$6.56M Hold
20,081
– – 0.21% 58
2019
Q2 		$5.86M Buy
+20,081
New +$5.79M 0.19% 70
2016
Q3 		– Sell
-10,396
Closed -$2.37M – 231
2016
Q2 		$2.37M Hold
10,396
– – 0.23% 181
2016
Q1 		$2.43M Buy
+10,396
New +$2.28M 0.24% 148

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State Street
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Principal Financial Group
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Daiwa Securities Group
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Geode Capital Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return