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Baldwin Wealth Partners’s Equity Residential EQR Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-224
Closed -$16.7K – 484
2024
Q3 		$16.7K Buy
224
+4
+2% +$289 ﹤0.01% 723
2024
Q2 		$15.3K Hold
220
– – ﹤0.01% 501
2024
Q1 		$13.9K Sell
220
-925
-81% -$56.3K ﹤0.01% 529
2023
Q4 		$70K Buy
1,145
+291
+34% +$16.8K 0.01% 329
2023
Q3 		$50.1K Hold
854
– – ﹤0.01% 395
2023
Q2 		$56.3K Sell
854
-100
-10% -$6.25K ﹤0.01% 396
2023
Q1 		$57.2K Hold
954
– – 0.01% 410
2022
Q4 		$56.3K Buy
954
+834
+695% +$52.2K 0.01% 400
2022
Q3 		$8K Buy
+120
New +$8.87K ﹤0.01% 531

Other funds holding EQR

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return