BPM
EQR icon

Bowling Portfolio Management’s Equity Residential EQR Stock Holding History

Bowling Portfolio 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
2020
Q3 		– Sell
-5,687
Closed -$335K – 429
2020
Q2 		$335K Sell
5,687
-338
-6% -$20.9K 0.07% 285
2020
Q1 		$372K Sell
6,025
-3,309
-35% -$256K 0.09% 274
2019
Q4 		$755K Buy
+9,334
New +$795K 0.13% 242
2018
Q1 		– Sell
-9,523
Closed -$607K – 368
2017
Q4 		$607K Buy
+9,523
New +$636K 0.08% 290

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bowling Portfolio Management's EQR Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Equity Residential (EQR) in Q3 2020, closing a stake of 5,687 shares — an estimated $335K sold.

Bowling Portfolio Management first reported a position in EQR in Q4 2017 and held it in 4 quarters. The position peaked at $755K in Q4 2019. 537 funds tracked by Wall St. Rank hold EQR as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Equity Residential position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,687 Equity Residential shares in Q3 2020, an estimated $335K.
  • Bowling Portfolio Management first reported a position in Equity Residential in Q4 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's Equity Residential position peaked at $755K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held Equity Residential as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.