Samjo Capital’s Empire State Realty Series ES ESBA Stock Holding History

Samjo Capital’s Portfolio ESBA Stock Details ESBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$103K	Buy	+12,904	New	+$106K	0.04%	44

Other funds holding ESBA

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

Samjo Capital's ESBA Position: Q3 2023 in Review

Samjo Capital opened a new position in Empire State Realty Series ES (ESBA) in Q3 2023: 12,904 shares worth $103K. The stake represents 0.04% of the portfolio and ranks #44 among its holdings.

34 funds tracked by Wall St. Rank hold ESBA as of Q3 2023.

Samjo Capital held 12,904 shares of Empire State Realty Series ES worth $103K as of Q3 2023.
Empire State Realty Series ES was a new Samjo Capital position in Q3 2023.
Empire State Realty Series ES made up 0.04% of Samjo Capital's portfolio in Q3 2023, its #44 holding.
34 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2023.

Based on Samjo Capital's 13F filing for Q3 2023, filed 14 Nov 2023.