Thomas White International’s Essex Property Trust ESS Stock Holding History

Thomas White International’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 Q4	–	Sell	-565	Closed	-$113K	–	315
2020 Q3	$113K	Hold	565	–	–	0.02%	270
2020 Q2	$129K	Hold	565	–	–	0.03%	263
2020 Q1	$124K	Sell	565 -860	-60%	-$247K	0.03%	256
2019 Q4	$429K	Hold	1,425	–	–	0.07%	222
2019 Q3	$465K	Buy	+1,425	New	+$445K	0.08%	205

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thomas White International's ESS Position: Q4 2020 in Review

Thomas White International sold out of Essex Property Trust (ESS) in Q4 2020, closing a stake of 565 shares — an estimated $113K sold.

Thomas White International first reported a position in ESS in Q3 2019 and held it in 5 quarters. The position peaked at $465K in Q3 2019. 517 funds tracked by Wall St. Rank hold ESS as of Q4 2020.

Thomas White International reported no remaining Essex Property Trust position as of Q4 2020 after selling out during the quarter.
Thomas White International sold 565 Essex Property Trust shares in Q4 2020, an estimated $113K.
Thomas White International first reported a position in Essex Property Trust in Q3 2019 and held it in 5 quarters.
Thomas White International's Essex Property Trust position peaked at $465K in Q3 2019.
517 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2020.

Based on Thomas White International's 13F filing for Q4 2020, filed 12 Feb 2021.