WFMPM
ESS icon

Woodley Farra Manion Portfolio Management’s Essex Property Trust ESS Stock Holding History

Woodley Farra Manion Portfolio Management’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
Q3 		– Sell
-58
Closed -$13K – 183
2020
Q2 		$13K Hold
58
– – ﹤0.01% 259
2020
Q1 		$13K Hold
58
– – ﹤0.01% 258
2019
Q4 		$17K Buy
+58
New +$18.3K ﹤0.01% 252

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's ESS Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 58 shares — an estimated $13K sold.

Woodley Farra Manion Portfolio Management first reported a position in ESS in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 58 Essex Property Trust shares in Q3 2020, an estimated $13K.
  • Woodley Farra Manion Portfolio Management first reported a position in Essex Property Trust in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Essex Property Trust position peaked at $17K in Q4 2019.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.