United Fire Group’s Essex Property Trust ESS Stock Holding History

United Fire Group’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
2021 Q1	–	Sell	-5,347	Closed	-$1.27M	–	61
2020 Q4	$1.27M	Hold	5,347	–	–	0.62%	39
2020 Q3	$1.07M	Hold	5,347	–	–	0.54%	44
2020 Q2	$1.23M	Hold	5,347	–	–	0.59%	41
2020 Q1	$1.18M	Hold	5,347	–	–	0.57%	41
2019 Q4	$1.61M	Hold	5,347	–	–	0.54%	38
2019 Q3	$1.75M	Hold	5,347	–	–	0.6%	35
2019 Q2	$1.56M	Hold	5,347	–	–	0.55%	38
2019 Q1	$1.55M	Hold	5,347	–	–	0.58%	37
2018 Q4	$1.31M	Hold	5,347	–	–	0.53%	37
2018 Q3	$1.32M	Hold	5,347	–	–	0.48%	38
2018 Q2	$1.28M	Hold	5,347	–	–	0.49%	37
2018 Q1	$1.29M	Hold	5,347	–	–	0.46%	38
2017 Q4	$1.29M	Hold	5,347	–	–	0.42%	38
2017 Q3	$1.36M	Hold	5,347	–	–	0.46%	39
2017 Q2	$1.38M	Hold	5,347	–	–	0.49%	36
2017 Q1	$1.24M	Hold	5,347	–	–	0.45%	39
2016 Q4	$1.24M	Hold	5,347	–	–	0.46%	39
2016 Q3	$1.19M	Hold	5,347	–	–	0.47%	40
2016 Q2	$1.22M	Hold	5,347	–	–	0.49%	41
2016 Q1	$1.25M	Hold	5,347	–	–	0.53%	40
2015 Q4	$1.28M	Hold	5,347	–	–	0.54%	39
2015 Q3	$1.2M	Hold	5,347	–	–	0.54%	38
2015 Q2	$1.14M	Hold	5,347	–	–	0.47%	41
2015 Q1	$1.23M	Hold	5,347	–	–	0.52%	40
2014 Q4	$1.1M	Hold	5,347	–	–	0.46%	41
2014 Q3	$956K	Hold	5,347	–	–	0.42%	40
2014 Q2	$989K	Buy	+5,347	New	+$946K	0.43%	39

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

United Fire Group's ESS Position: Q1 2021 in Review

United Fire Group sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 5,347 shares — an estimated $1.27M sold.

United Fire Group first reported a position in ESS in Q2 2014 and held it in 27 quarters. The position peaked at $1.75M in Q3 2019. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

United Fire Group reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
United Fire Group sold 5,347 Essex Property Trust shares in Q1 2021, an estimated $1.27M.
United Fire Group first reported a position in Essex Property Trust in Q2 2014 and held it in 27 quarters.
United Fire Group's Essex Property Trust position peaked at $1.75M in Q3 2019.
518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on United Fire Group's 13F filing for Q1 2021, filed 5 May 2021.