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Simplicity Solutions’s Essex Property Trust ESS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$226K Sell
911
-84
-8% -$18.5K 0.01% 931
2023
Q3 		$211K Sell
995
-72
-7% -$16.9K 0.01% 893
2023
Q2 		$250K Buy
1,067
+49
+5% +$10.7K 0.01% 894
2023
Q1 		$213K Buy
+1,018
New +$225K 0.01% 990

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's ESS Position: Q4 2023 in Review

Simplicity Solutions reduced its Essex Property Trust (ESS) stake by 8.4% in Q4 2023, selling an estimated $18.5K and leaving 911 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #931.

Simplicity Solutions first reported a position in ESS in Q1 2023 and has held it in 4 quarters since. The position peaked at $250K in Q2 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

  • Simplicity Solutions held 911 shares of Essex Property Trust worth $226K as of Q4 2023.
  • Simplicity Solutions sold 84 Essex Property Trust shares in Q4 2023, an estimated $18.5K.
  • Essex Property Trust made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #931 holding.
  • Simplicity Solutions first reported a position in Essex Property Trust in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Essex Property Trust position peaked at $250K in Q2 2023.
  • 546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.