Bellevue Group’s Equinix EQIX Stock Holding History

Bellevue Group’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	–	Sell	-40	Closed	-$29.1K	–	166
2023 Q3	$29.1K	Hold	40	–	–	﹤0.01%	149
2023 Q2	$31.4K	Hold	40	–	–	﹤0.01%	152
2023 Q1	$28.8K	Hold	40	–	–	﹤0.01%	156
2022 Q4	$26.2K	Hold	40	–	–	﹤0.01%	166
2022 Q3	$23K	Hold	40	–	–	﹤0.01%	173
2022 Q2	$26K	Hold	40	–	–	﹤0.01%	170
2022 Q1	$30K	Hold	40	–	–	﹤0.01%	171
2021 Q4	$34K	Buy	+40	New	+$32.1K	﹤0.01%	187

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

Bellevue Group's EQIX Position: Q4 2023 in Review

Bellevue Group sold out of Equinix (EQIX) in Q4 2023, closing a stake of 40 shares — an estimated $29.1K sold.

Bellevue Group first reported a position in EQIX in Q4 2021 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

Bellevue Group reported no remaining Equinix position as of Q4 2023 after selling out during the quarter.
Bellevue Group sold 40 Equinix shares in Q4 2023, an estimated $29.1K.
Bellevue Group first reported a position in Equinix in Q4 2021 and held it in 8 quarters.
Bellevue Group's Equinix position peaked at $34K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Bellevue Group's 13F filing for Q4 2023, filed 14 Feb 2024.