American Funds U.S. Small & Mid Cap Equity Fund ESS Holdings History
American Funds U.S. Small & Mid Cap Equity Fund's Essex Property Trust Inc Holding Summary
As of 2025-02-28, American Funds U.S. Small & Mid Cap Equity Fund held 632.00 shares of Essex Property Trust Inc(ESS), totaling $196,910.00. This investment constitutes 0.81% of their stock portfolio, and American Funds U.S. Small & Mid Cap Equity Fund now holds 0% of the outstanding Essex Property Trust Inc(ESS) stock.
The initial trade took place in 2025Q1. And since then American Funds U.S. Small & Mid Cap Equity Fund has made 1 purchases of ESS, at an average price of $289.53, for a total of 632.00 shares. Based on historical transaction data and ESS's current price of $286.08, American Funds U.S. Small & Mid Cap Equity Fund's estimated gain on his ESS holdings is $-2,180.40, reflecting a -1.19% gain to date.
American Funds U.S. Small & Mid Cap Equity Fund ESS ($286.08) Holding Chart
American Funds U.S. Small & Mid Cap Equity Fund ESS ($286.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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