Sandy Spring Bank’s Essex Property Trust ESS Stock Holding History

Sandy Spring Bank’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
2021 Q2	–	Sell	-20	Closed	-$5K	–	1145
2021 Q1	$5K	Sell	20 -32	-62%	-$8.3K	﹤0.01%	871
2020 Q4	$12K	Buy	+52	New	+$12K	﹤0.01%	722
2017 Q1	–	Sell	-153	Closed	-$36K	–	843
2016 Q4	$36K	Buy	+153	New	+$33.1K	﹤0.01%	488
2015 Q3	–	Sell	-30	Closed	-$6K	–	975
2015 Q2	$6K	Hold	30	–	–	﹤0.01%	775
2015 Q1	$7K	Buy	+30	New	+$6.79K	﹤0.01%	723

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

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

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

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

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

Sandy Spring Bank's ESS Position: Q2 2021 in Review

Sandy Spring Bank sold out of Essex Property Trust (ESS) in Q2 2021, closing a stake of 20 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in ESS in Q1 2015 and held it in 5 quarters. The position peaked at $36K in Q4 2016. 513 funds tracked by Wall St. Rank hold ESS as of Q2 2021.

Sandy Spring Bank reported no remaining Essex Property Trust position as of Q2 2021 after selling out during the quarter.
Sandy Spring Bank sold 20 Essex Property Trust shares in Q2 2021, an estimated $5K.
Sandy Spring Bank first reported a position in Essex Property Trust in Q1 2015 and held it in 5 quarters.
Sandy Spring Bank's Essex Property Trust position peaked at $36K in Q4 2016.
513 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2021.

Based on Sandy Spring Bank's 13F filing for Q2 2021, filed 9 Aug 2021.