Annapolis Financial Services’s Equity Residential EQR Stock Holding History

Annapolis Financial Services’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
2024 Q3	$17.4K	Hold	233	–	–	0.01%	233
2024 Q2	$16.2K	Hold	233	–	–	0.01%	238
2024 Q1	$14.7K	Hold	233	–	–	﹤0.01%	244
2023 Q4	$14.3K	Hold	233	–	–	﹤0.01%	316
2023 Q3	$13.7K	Hold	233	–	–	﹤0.01%	308
2023 Q2	$15.4K	Hold	233	–	–	﹤0.01%	298
2023 Q1	$14K	Hold	233	–	–	﹤0.01%	282
2022 Q4	$13.7K	Hold	233	–	–	﹤0.01%	275
2022 Q3	$16K	Hold	233	–	–	0.01%	285
2022 Q2	$17K	Hold	233	–	–	0.01%	257
2022 Q1	$21K	Hold	233	–	–	0.01%	251
2021 Q4	$21K	Hold	233	–	–	0.01%	256
2021 Q3	$19K	Hold	233	–	–	0.01%	239
2021 Q2	$18K	Hold	233	–	–	0.01%	225
2021 Q1	$17K	Hold	233	–	–	0.01%	217
2020 Q4	$14K	Buy	+233	New	+$13.2K	0.01%	219

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Annapolis Financial Services's EQR Position: Q3 2024 in Review

Annapolis Financial Services held its Equity Residential (EQR) position steady in Q3 2024 at 233 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #233.

Annapolis Financial Services first reported a position in EQR in Q4 2020 and has held it in 16 quarters since. The position peaked at $21K in Q1 2022. 677 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

Annapolis Financial Services held 233 shares of Equity Residential worth $17.4K as of Q3 2024.
Annapolis Financial Services left its Equity Residential share count unchanged in Q3 2024.
Equity Residential made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #233 holding.
Annapolis Financial Services first reported a position in Equity Residential in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Equity Residential position peaked at $21K in Q1 2022.
677 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.