SIM
ESS icon

Sonora Investment Management’s Essex Property Trust ESS Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-12
Closed -$4K – 1088
2021
Q2 		$4K Hold
12
– – ﹤0.01% 827
2021
Q1 		$3K Hold
12
– – ﹤0.01% 1628
2020
Q4 		$3K Hold
12
– – ﹤0.01% 1552
2020
Q3 		$2K Hold
12
– – ﹤0.01% 1631
2020
Q2 		$3K Hold
12
– – ﹤0.01% 1509
2020
Q1 		$3K Hold
12
– – ﹤0.01% 1405
2019
Q4 		$4K Hold
12
– – ﹤0.01% 1468
2019
Q3 		$4K Hold
12
– – ﹤0.01% 1456
2019
Q2 		$4K Buy
+12
New +$3.46K ﹤0.01% 1446

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sonora Investment Management's ESS Position: Q3 2021 in Review

Sonora Investment Management sold out of Essex Property Trust (ESS) in Q3 2021, closing a stake of 12 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in ESS in Q2 2019 and held it in 9 quarters. The position peaked at $4K in Q2 2021. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2021.

  • Sonora Investment Management reported no remaining Essex Property Trust position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 12 Essex Property Trust shares in Q3 2021, an estimated $4K.
  • Sonora Investment Management first reported a position in Essex Property Trust in Q2 2019 and held it in 9 quarters.
  • Sonora Investment Management's Essex Property Trust position peaked at $4K in Q2 2021.
  • 523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.