AMG National Trust Bank’s Equity Residential EQR Stock Holding History

AMG National Trust Bank’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,253	Closed	-$218K	–	445
2020 Q3	$218K	Hold	4,253	–	–	0.01%	402
2020 Q2	$250K	Hold	4,253	–	–	0.01%	387
2020 Q1	$262K	Hold	4,253	–	–	0.02%	204
2019 Q4	$344K	Sell	4,253 -4,860	-53%	-$414K	0.02%	214
2019 Q3	$786K	Hold	9,113	–	–	0.05%	169
2019 Q2	$692K	Hold	9,113	–	–	0.04%	175
2019 Q1	$686K	Hold	9,113	–	–	0.04%	167
2018 Q4	$602K	Hold	9,113	–	–	0.04%	176
2018 Q3	$604K	Sell	9,113 -795	-8%	-$52.6K	0.04%	180
2018 Q2	$631K	Sell	9,908 -3,958	-29%	-$247K	0.04%	177
2018 Q1	$854K	Sell	13,866 -5,360	-28%	-$318K	0.06%	153
2017 Q4	$1.23M	Hold	19,226	–	–	0.08%	129
2017 Q3	$1.27M	Buy	19,226 +1,590	+9%	+$106K	0.09%	126
2017 Q2	$1.16M	Hold	17,636	–	–	0.08%	127
2017 Q1	$1.1M	Buy	17,636 +8,818	+100%	+$551K	0.08%	125
2016 Q4	$568K	Hold	8,818	–	–	0.05%	170
2016 Q3	$567K	Hold	8,818	–	–	0.05%	164
2016 Q2	$607K	Hold	8,818	–	–	0.05%	155
2016 Q1	$662K	Hold	8,818	–	–	0.06%	148
2015 Q4	$719K	Hold	8,818	–	–	0.07%	145
2015 Q3	$662K	Buy	8,818 +3,958	+81%	+$291K	0.06%	154
2015 Q2	$341K	Hold	4,860	–	–	0.03%	212
2015 Q1	$378K	Hold	4,860	–	–	0.04%	201
2014 Q4	$349K	Hold	4,860	–	–	0.04%	209
2014 Q3	$299K	Hold	4,860	–	–	0.03%	214
2014 Q2	$306K	Hold	4,860	–	–	0.03%	209
2014 Q1	$282K	Hold	4,860	–	–	0.03%	211
2013 Q4	$252K	Hold	4,860	–	–	0.03%	215
2013 Q3	$260K	Sell	4,860 -4,209	-46%	-$232K	0.03%	198
2013 Q2	$527K	Buy	+9,069	New	+$521K	0.07%	139

Other funds holding EQR

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

AMG National Trust Bank's EQR Position: Q4 2020 in Review

AMG National Trust Bank sold out of Equity Residential (EQR) in Q4 2020, closing a stake of 4,253 shares — an estimated $218K sold.

AMG National Trust Bank first reported a position in EQR in Q2 2013 and held it in 30 quarters. The position peaked at $1.27M in Q3 2017. 550 funds tracked by Wall St. Rank hold EQR as of Q4 2020.

AMG National Trust Bank reported no remaining Equity Residential position as of Q4 2020 after selling out during the quarter.
AMG National Trust Bank sold 4,253 Equity Residential shares in Q4 2020, an estimated $218K.
AMG National Trust Bank first reported a position in Equity Residential in Q2 2013 and held it in 30 quarters.
AMG National Trust Bank's Equity Residential position peaked at $1.27M in Q3 2017.
550 funds tracked by Wall St. Rank held Equity Residential as of Q4 2020.

Based on AMG National Trust Bank's 13F filing for Q4 2020, filed 29 Jan 2021.