TRUADVICE’s Essex Property Trust ESS Stock Holding History

TRUADVICE’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 Q3	–	Sell	-954	Closed	-$232K	–	250
2023 Q2	$232K	Sell	954 -145	-13%	-$31.7K	0.09%	226
2023 Q1	$241K	Buy	+1,099	New	+$242K	0.1%	215

Other funds holding ESS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

TRUADVICE's ESS Position: Q3 2023 in Review

TRUADVICE sold out of Essex Property Trust (ESS) in Q3 2023, closing a stake of 954 shares — an estimated $232K sold.

TRUADVICE first reported a position in ESS in Q1 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2023. 523 funds tracked by Wall St. Rank hold ESS as of Q3 2023.

TRUADVICE reported no remaining Essex Property Trust position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 954 Essex Property Trust shares in Q3 2023, an estimated $232K.
TRUADVICE first reported a position in Essex Property Trust in Q1 2023 and held it in 2 quarters.
TRUADVICE's Essex Property Trust position peaked at $241K in Q1 2023.
523 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.