Y.D. More Investments’s Empire State Realty Trust ESRT Stock Holding History

Y.D. More Investments’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-35,700	Closed	-$362K	–	459
2024 Q1	$362K	Sell	35,700 -55,700	-61%	-$549K	0.06%	139
2023 Q4	$886K	Buy	91,400 +41,400	+83%	+$359K	0.17%	81
2023 Q3	$402K	Sell	50,000 -10,100	-17%	-$84.3K	0.08%	115
2023 Q2	$450K	Sell	60,100 -4,925	-8%	-$31K	0.1%	96
2023 Q1	$422K	Buy	65,025 +64,995	+216,650%	+$476K	0.1%	92
2022 Q4	$204	Buy	+30	New	+$211	﹤0.01%	404

Other funds holding ESRT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Y.D. More Investments's ESRT Position: Q2 2024 in Review

Y.D. More Investments sold out of Empire State Realty Trust (ESRT) in Q2 2024, closing a stake of 35,700 shares — an estimated $362K sold.

Y.D. More Investments first reported a position in ESRT in Q4 2022 and held it in 6 quarters. The position peaked at $886K in Q4 2023. 213 funds tracked by Wall St. Rank hold ESRT as of Q2 2024.

Y.D. More Investments reported no remaining Empire State Realty Trust position as of Q2 2024 after selling out during the quarter.
Y.D. More Investments sold 35,700 Empire State Realty Trust shares in Q2 2024, an estimated $362K.
Y.D. More Investments first reported a position in Empire State Realty Trust in Q4 2022 and held it in 6 quarters.
Y.D. More Investments's Empire State Realty Trust position peaked at $886K in Q4 2023.
213 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2024.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.