Strategy Asset Managers’s Essex Property Trust ESS Stock Holding History

Strategy Asset Managers’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	-1,281	Closed	-$386K	–	191
2019 Q4	$386K	Sell	1,281 -712	-36%	-$225K	0.1%	150
2019 Q3	$651K	Buy	+1,993	New	+$623K	0.19%	92

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

Strategy Asset Managers's ESS Position: Q1 2020 in Review

Strategy Asset Managers sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 1,281 shares — an estimated $386K sold.

Strategy Asset Managers first reported a position in ESS in Q3 2019 and held it in 2 quarters. The position peaked at $651K in Q3 2019. 493 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Strategy Asset Managers reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Strategy Asset Managers sold 1,281 Essex Property Trust shares in Q1 2020, an estimated $386K.
Strategy Asset Managers first reported a position in Essex Property Trust in Q3 2019 and held it in 2 quarters.
Strategy Asset Managers's Essex Property Trust position peaked at $651K in Q3 2019.
493 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Strategy Asset Managers's 13F filing for Q1 2020, filed 14 May 2020.