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Andesa Financial Management’s Equinix EQIX Stock Holding History

Andesa Financial Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$569K Buy
822
+362
+79% +$255K 0.29% 68
2022
Q4 		$301K Sell
460
-369
-45% -$228K 0.16% 116
2022
Q3 		$471K Buy
829
+356
+75% +$233K 0.16% 93
2022
Q2 		$311K Sell
473
-274
-37% -$190K 0.2% 98
2022
Q1 		$553K Buy
747
+11
+1% +$7.92K 0.3% 74
2021
Q4 		$623K Buy
736
+50
+7% +$40.1K 0.31% 76
2021
Q3 		$542K Sell
686
-574
-46% -$477K 0.29% 79
2021
Q2 		$1.01M Buy
1,260
+19
+2% +$14.1K 0.3% 66
2021
Q1 		$843K Buy
1,241
+579
+87% +$397K 0.27% 68
2020
Q4 		$475K Sell
662
-911
-58% -$678K 0.31% 77
2020
Q3 		$1.2M Buy
1,573
+771
+96% +$583K 0.49% 54
2020
Q2 		$562K Sell
802
-100
-11% -$67.6K 0.5% 54
2020
Q1 		$562K Sell
902
-136
-13% -$81.4K 0.63% 46
2019
Q4 		$607K Sell
1,038
-73
-7% -$41K 0.53% 49
2019
Q3 		$642K Buy
1,111
+22
+2% +$11.8K 0.62% 40
2019
Q2 		$552K Sell
1,089
-237
-18% -$114K 0.52% 48
2019
Q1 		$598K Buy
+1,326
New +$540K 0.3% 67

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Andesa Financial Management's EQIX Position: Q1 2023 in Review

Andesa Financial Management increased its Equinix (EQIX) stake by 79% in Q1 2023, buying an estimated $255K and bringing the position to 822 shares worth $569K. The position accounts for 0.29% of the portfolio, ranked #68.

Andesa Financial Management first reported a position in EQIX in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.2M in Q3 2020. 963 funds tracked by Wall St. Rank hold EQIX as of Q1 2023.

  • Andesa Financial Management held 822 shares of Equinix worth $569K as of Q1 2023.
  • Andesa Financial Management bought 362 Equinix shares in Q1 2023, an estimated $255K.
  • Equinix made up 0.29% of Andesa Financial Management's portfolio in Q1 2023, its #68 holding.
  • Andesa Financial Management first reported a position in Equinix in Q1 2019 and has held it in 17 quarters since.
  • Andesa Financial Management's Equinix position peaked at $1.2M in Q3 2020.
  • 963 funds tracked by Wall St. Rank held Equinix as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.