True North Advisors’s Essex Property Trust ESS Stock Holding History

True North Advisors’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 Q1	–	Sell	-715	Closed	-$215K	–	133
2019 Q4	$215K	Buy	+715	New	+$226K	0.06%	104

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

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

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

Norges Bank Oslo, Norway $935B AUM

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True North Advisors's ESS Position: Q1 2020 in Review

True North Advisors sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 715 shares — an estimated $215K sold.

True North Advisors first reported a position in ESS in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 492 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

True North Advisors reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
True North Advisors sold 715 Essex Property Trust shares in Q1 2020, an estimated $215K.
True North Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 1 quarter.
True North Advisors's Essex Property Trust position peaked at $215K in Q4 2019.
492 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on True North Advisors's 13F filing for Q1 2020, filed 12 May 2022.