Toews Corporation’s Essex Property Trust ESS Stock Holding History

Toews Corporation’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
2023 Q1	–	Sell	-3,700	Closed	-$784K	–	54
2022 Q4	$784K	Sell	3,700 -600	-14%	-$131K	0.39%	28
2022 Q3	$1.04M	Sell	4,300 -200	-4%	-$54.1K	0.77%	76
2022 Q2	$1.18M	Buy	+4,500	New	+$1.36M	0.78%	55
2020 Q2	–	Sell	-3,500	Closed	-$771K	–	49
2020 Q1	$771K	Buy	+3,500	New	+$1.01M	0.7%	63
2019 Q1	–	Sell	-3,900	Closed	-$956K	–	46
2018 Q4	$956K	Buy	+3,900	New	+$983K	0.42%	63
2018 Q3	–	Sell	-1,500	Closed	-$359K	–	46
2018 Q2	$359K	Sell	1,500 -2,000	-57%	-$476K	0.09%	63
2018 Q1	$842K	Buy	+3,500	New	+$807K	0.27%	78

Other funds holding ESS

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Toews Corporation's ESS Position: Q1 2023 in Review

Toews Corporation sold out of Essex Property Trust (ESS) in Q1 2023, closing a stake of 3,700 shares — an estimated $784K sold.

Toews Corporation first reported a position in ESS in Q1 2018 and held it in 7 quarters. The position peaked at $1.18M in Q2 2022. 530 funds tracked by Wall St. Rank hold ESS as of Q1 2023.

Toews Corporation reported no remaining Essex Property Trust position as of Q1 2023 after selling out during the quarter.
Toews Corporation sold 3,700 Essex Property Trust shares in Q1 2023, an estimated $784K.
Toews Corporation first reported a position in Essex Property Trust in Q1 2018 and held it in 7 quarters.
Toews Corporation's Essex Property Trust position peaked at $1.18M in Q2 2022.
530 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2023.

Based on Toews Corporation's 13F filing for Q1 2023, filed 27 Apr 2023.