Bartlett & Co’s Equinix EQIX Stock Holding History

Bartlett & Co’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 Q4	$23K	Buy	+28	New	+$21.5K	﹤0.01%	855
2023 Q1	–	Sell	-4	Closed	-$3K	–	1052
2022 Q4	$3K	Hold	4	–	–	﹤0.01%	970
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	1042
2022 Q2	$3K	Buy	+4	New	+$2.77K	﹤0.01%	1112
2021 Q1	–	Sell	-1	Closed	-$1K	–	1084
2020 Q4	$1K	Buy	+1	New	+$744	﹤0.01%	999

Other funds holding EQIX

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Bartlett & Co's EQIX Position: Q4 2023 in Review

Bartlett & Co opened a new position in Equinix (EQIX) in Q4 2023: 28 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in EQIX as recently as Q4 2022.

Bartlett & Co first reported a position in EQIX in Q4 2020 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

Bartlett & Co held 28 shares of Equinix worth $23K as of Q4 2023.
Equinix was a new Bartlett & Co position in Q4 2023.
Equinix made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #855 holding.
Bartlett & Co first reported a position in Equinix in Q4 2020 and has held it in 5 quarters since.
1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.