Stewart & Patten Company’s Essex Property Trust ESS Stock Holding History

Stewart & Patten Company’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
2020 Q1	–	Sell	-700	Closed	-$211K	–	92
2019 Q4	$211K	Hold	700	–	–	0.04%	97
2019 Q3	$229K	Hold	700	–	–	0.04%	89
2019 Q2	$204K	Hold	700	–	–	0.04%	93
2019 Q1	$202K	Buy	+700	New	+$191K	0.04%	91

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stewart & Patten Company's ESS Position: Q1 2020 in Review

Stewart & Patten Company sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 700 shares — an estimated $211K sold.

Stewart & Patten Company first reported a position in ESS in Q1 2019 and held it in 4 quarters. The position peaked at $229K in Q3 2019. 493 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Stewart & Patten Company reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Stewart & Patten Company sold 700 Essex Property Trust shares in Q1 2020, an estimated $211K.
Stewart & Patten Company first reported a position in Essex Property Trust in Q1 2019 and held it in 4 quarters.
Stewart & Patten Company's Essex Property Trust position peaked at $229K in Q3 2019.
493 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Stewart & Patten Company's 13F filing for Q1 2020, filed 16 Apr 2020.