Riverview Trust Company’s Essex Property Trust ESS Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-48	Closed	-$12K	–	767
2022 Q3	$12K	Buy	+48	New	+$13K	0.01%	586
2022 Q2	–	Sell	-89	Closed	-$31K	–	755
2022 Q1	$31K	Buy	+89	New	+$29.7K	0.02%	308

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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Riverview Trust Company's ESS Position: Q4 2022 in Review

Riverview Trust Company sold out of Essex Property Trust (ESS) in Q4 2022, closing a stake of 48 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in ESS in Q1 2022 and held it in 2 quarters. The position peaked at $31K in Q1 2022. 527 funds tracked by Wall St. Rank hold ESS as of Q4 2022.

Riverview Trust Company reported no remaining Essex Property Trust position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 48 Essex Property Trust shares in Q4 2022, an estimated $12K.
Riverview Trust Company first reported a position in Essex Property Trust in Q1 2022 and held it in 2 quarters.
Riverview Trust Company's Essex Property Trust position peaked at $31K in Q1 2022.
527 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.