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Bard Financial Services’s Equinor EQNR Stock Holding History

Bard Financial Services’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,700
Closed -$275K – 233
2023
Q4 		$275K Sell
8,700
-4,250
-33% -$138K 0.03% 195
2023
Q3 		$425K Sell
12,950
-5,175
-29% -$160K 0.05% 156
2023
Q2 		$529K Sell
18,125
-6,000
-25% -$171K 0.04% 211
2023
Q1 		$686K Buy
24,125
+250
+1% +$7.54K 0.05% 192
2022
Q4 		$855K Buy
23,875
+750
+3% +$26.9K 0.07% 177
2022
Q3 		$766K Buy
23,125
+750
+3% +$27.1K 0.07% 173
2022
Q2 		$778K Buy
22,375
+12,375
+124% +$442K 0.07% 174
2022
Q1 		$375K Buy
+10,000
New +$311K 0.03% 219

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bard Financial Services's EQNR Position: Q1 2024 in Review

Bard Financial Services sold out of Equinor (EQNR) in Q1 2024, closing a stake of 8,700 shares — an estimated $275K sold.

Bard Financial Services first reported a position in EQNR in Q1 2022 and held it in 8 quarters. The position peaked at $855K in Q4 2022. 334 funds tracked by Wall St. Rank hold EQNR as of Q1 2024.

  • Bard Financial Services reported no remaining Equinor position as of Q1 2024 after selling out during the quarter.
  • Bard Financial Services sold 8,700 Equinor shares in Q1 2024, an estimated $275K.
  • Bard Financial Services first reported a position in Equinor in Q1 2022 and held it in 8 quarters.
  • Bard Financial Services's Equinor position peaked at $855K in Q4 2022.
  • 334 funds tracked by Wall St. Rank held Equinor as of Q1 2024.

Based on Bard Financial Services's 13F filing for Q1 2024, filed 6 May 2024.