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Steward Partners Investment Advisory’s Empire State Realty Trust ESRT Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-1,083
Closed -$10.5K – 3596
2023
Q4 		$10.5K Sell
1,083
-291
-21% -$2.52K ﹤0.01% 2689
2023
Q3 		$11K Buy
1,374
+291
+27% +$2.43K ﹤0.01% 2557
2023
Q2 		$8.11K Hold
1,083
– – ﹤0.01% 2638
2023
Q1 		$7.03K Buy
+1,083
New +$7.93K ﹤0.01% 2673
2019
Q4 		– Sell
-57
Closed – – 2626
2019
Q3 		$0 Buy
57
+1
+2% +$14 ﹤0.01% 2655
2019
Q2 		$0 Buy
+56
New +$867 ﹤0.01% 2628
2018
Q4 		– Sell
-55
Closed -$1K – 1169
2018
Q3 		$1K Hold
55
– – ﹤0.01% 2486
2018
Q2 		$1K Sell
55
-42
-43% -$710 ﹤0.01% 2338
2018
Q1 		$1K Buy
+97
New +$1.76K ﹤0.01% 2128

Other funds holding ESRT

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return