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Bellevue Asset Management’s Equity Residential EQR Stock Holding History

Bellevue Asset Management’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
2021
Q2 		– Sell
-211
Closed -$15K – 607
2021
Q1 		$15K Hold
211
– – 0.01% 314
2020
Q4 		$13K Buy
211
+23
+12% +$1.3K 0.01% 326
2020
Q3 		$10K Hold
188
– – 0.01% 328
2020
Q2 		$11K Hold
188
– – 0.01% 325
2020
Q1 		$12K Buy
+188
New +$14.5K 0.01% 316

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellevue Asset Management's EQR Position: Q2 2021 in Review

Bellevue Asset Management sold out of Equity Residential (EQR) in Q2 2021, closing a stake of 211 shares — an estimated $15K sold.

Bellevue Asset Management first reported a position in EQR in Q1 2020 and held it in 5 quarters. The position peaked at $15K in Q1 2021. 591 funds tracked by Wall St. Rank hold EQR as of Q2 2021.

  • Bellevue Asset Management reported no remaining Equity Residential position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 211 Equity Residential shares in Q2 2021, an estimated $15K.
  • Bellevue Asset Management first reported a position in Equity Residential in Q1 2020 and held it in 5 quarters.
  • Bellevue Asset Management's Equity Residential position peaked at $15K in Q1 2021.
  • 591 funds tracked by Wall St. Rank held Equity Residential as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.