Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Empire State Realty Trust
ESRT
Stock Holding History
Sowell Financial Services’s Portfolio
ESRT Stock Details
ESRT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-56,465
Closed
-$423K
–
530
2023
Q2
$423K
Buy
+56,465
New
+$356K
0.02%
478
2023
Q1
–
Sell
-71,211
Closed
-$480K
–
777
2022
Q4
$480K
Buy
+71,211
New
+$502K
0.03%
434
2020
Q3
–
Sell
-1,092
Closed
-$8K
–
2580
2020
Q2
$8K
Buy
1,092
+712
+187%
+$5.49K
﹤0.01%
1756
2020
Q1
$3K
Buy
+380
New
+$4.65K
﹤0.01%
1975
Other funds holding ESRT
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SAM
Southeastern Asset Management
Memphis, Tennessee
$2.03B AUM
7.06%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close