TCWP’s Empire State Realty Trust ESRT Stock Holding History

TCWP’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
2022 Q2	–	Sell	-200	Closed	-$1K	–	726
2022 Q1	$1K	Buy	+200	New	+$1.88K	﹤0.01%	1497

Other funds holding ESRT

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

TCWP's ESRT Position: Q2 2022 in Review

TCWP sold out of Empire State Realty Trust (ESRT) in Q2 2022, closing a stake of 200 shares — an estimated $1K sold.

TCWP first reported a position in ESRT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 187 funds tracked by Wall St. Rank hold ESRT as of Q2 2022.

TCWP reported no remaining Empire State Realty Trust position as of Q2 2022 after selling out during the quarter.
TCWP sold 200 Empire State Realty Trust shares in Q2 2022, an estimated $1K.
TCWP first reported a position in Empire State Realty Trust in Q1 2022 and held it in 1 quarter.
TCWP's Empire State Realty Trust position peaked at $1K in Q1 2022.
187 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.