Slocum, Gordon & Co’s Essex Property Trust ESS Stock Holding History

Slocum, Gordon & Co’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	–	Sell	-69	Closed	-$14.6K	–	141
2023 Q3	$14.6K	Hold	69	–	–	0.01%	121
2023 Q2	$16.2K	Buy	+69	New	+$15.1K	0.01%	109

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Slocum, Gordon & Co's ESS Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of Essex Property Trust (ESS) in Q4 2023, closing a stake of 69 shares — an estimated $14.6K sold.

Slocum, Gordon & Co first reported a position in ESS in Q2 2023 and held it in 2 quarters. The position peaked at $16.2K in Q2 2023. 546 funds tracked by Wall St. Rank hold ESS as of Q4 2023.

Slocum, Gordon & Co reported no remaining Essex Property Trust position as of Q4 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 69 Essex Property Trust shares in Q4 2023, an estimated $14.6K.
Slocum, Gordon & Co first reported a position in Essex Property Trust in Q2 2023 and held it in 2 quarters.
Slocum, Gordon & Co's Essex Property Trust position peaked at $16.2K in Q2 2023.
546 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.