SAI
ESS icon

Systematic Alpha Investments’s Essex Property Trust ESS Stock Holding History

Systematic Alpha Investments’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
Q4 		– Sell
-20
Closed -$7K – 307
2021
Q3 		$7K Sell
20
-8
-29% -$2.59K ﹤0.01% 426
2021
Q2 		$9K Buy
28
+8
+40% +$2.36K ﹤0.01% 285
2021
Q1 		$5K Hold
20
– – ﹤0.01% 222
2020
Q4 		$5K Buy
+20
New +$4.61K ﹤0.01% 177

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 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

Systematic Alpha Investments's ESS Position: Q4 2021 in Review

Systematic Alpha Investments sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 20 shares — an estimated $7K sold.

Systematic Alpha Investments first reported a position in ESS in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

  • Systematic Alpha Investments reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 20 Essex Property Trust shares in Q4 2021, an estimated $7K.
  • Systematic Alpha Investments first reported a position in Essex Property Trust in Q4 2020 and held it in 4 quarters.
  • Systematic Alpha Investments's Essex Property Trust position peaked at $9K in Q2 2021.
  • 559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.