Bollard Group’s Equity Residential EQR Stock Holding History

Bollard Group’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
2023 Q4	–	Sell	-1	Closed	–	–	306
2023 Q3	$0	Sell	1 -79	-99%	-$5.1K	﹤0.01%	475
2023 Q2	$5K	Buy	+80	New	+$5K	﹤0.01%	388

Other funds holding EQR

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bollard Group's EQR Position: Q4 2023 in Review

Bollard Group sold out of Equity Residential (EQR) in Q4 2023, closing a stake of 1 share.

Bollard Group first reported a position in EQR in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q2 2023. 634 funds tracked by Wall St. Rank hold EQR as of Q4 2023.

Bollard Group reported no remaining Equity Residential position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 1 Equity Residential share in Q4 2023.
Bollard Group first reported a position in Equity Residential in Q2 2023 and held it in 2 quarters.
Bollard Group's Equity Residential position peaked at $5K in Q2 2023.
634 funds tracked by Wall St. Rank held Equity Residential as of Q4 2023.

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