SLF
ESS icon

Sun Life Financial’s Essex Property Trust ESS Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-39
Closed -$11K – 216
2021
Q1 		$11K Sell
39
-31,443
-100% -$8.15M ﹤0.01% 376
2020
Q4 		$7.47M Sell
31,482
-13,083
-29% -$3.02M 0.98% 12
2020
Q3 		$8.95M Buy
44,565
+20,904
+88% +$4.55M 1.43% 11
2020
Q2 		$5.42M Buy
23,661
+23,621
+59,053% +$5.66M 1.05% 15
2020
Q1 		$9K Buy
40
+2
+5% +$575 ﹤0.01% 280
2019
Q4 		$11K Sell
38
-15
-28% -$4.74K ﹤0.01% 301
2019
Q3 		$17K Hold
53
– – ﹤0.01% 416
2019
Q2 		$15K Sell
53
-59
-53% -$17K ﹤0.01% 437
2019
Q1 		$32K Sell
112
-69
-38% -$18.8K 0.01% 412
2018
Q4 		$44K Hold
181
– – 0.01% 407
2018
Q3 		$45K Buy
181
+2
+1% +$482 0.01% 452
2018
Q2 		$43K Buy
179
+107
+149% +$25.5K 0.01% 455
2018
Q1 		$300 Sell
72
-72
-50% -$16.6K ﹤0.01% 466
2017
Q4 		$35K Sell
144
-342
-70% -$86.3K ﹤0.01% 320
2017
Q3 		$123K Buy
486
+6
+1% +$1.57K 0.01% 306
2017
Q2 		$123K Buy
480
+472
+5,900% +$119K 0.01% 305
2017
Q1 		$35 Buy
+8
New +$1.83K ﹤0.01% 530

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sun Life Financial's ESS Position: Q2 2021 in Review

Sun Life Financial sold out of Essex Property Trust (ESS) in Q2 2021, closing a stake of 39 shares — an estimated $11K sold.

Sun Life Financial first reported a position in ESS in Q1 2017 and held it in 17 quarters. The position peaked at $8.95M in Q3 2020. 513 funds tracked by Wall St. Rank hold ESS as of Q2 2021.

  • Sun Life Financial reported no remaining Essex Property Trust position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 39 Essex Property Trust shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Essex Property Trust in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Essex Property Trust position peaked at $8.95M in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.