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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard Bernstein Advisors's ESS Position: Q2 2020 in Review

Richard Bernstein Advisors sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 20,081 shares — an estimated $4.43M sold.

Richard Bernstein Advisors first reported a position in ESS in Q1 2016 and held it in 6 quarters. The position peaked at $6.56M in Q3 2019. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

Richard Bernstein Advisors reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
Richard Bernstein Advisors sold 20,081 Essex Property Trust shares in Q2 2020, an estimated $4.43M.
Richard Bernstein Advisors first reported a position in Essex Property Trust in Q1 2016 and held it in 6 quarters.
Richard Bernstein Advisors's Essex Property Trust position peaked at $6.56M in Q3 2019.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on Richard Bernstein Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.