Bristlecone Advisors’s Equity Residential EQR Stock Holding History

Bristlecone Advisors’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
2022 Q4	–	Sell	-11,080	Closed	-$745K	–	259
2022 Q3	$745K	Buy	+11,080	New	+$819K	0.1%	135

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Bristlecone Advisors's EQR Position: Q4 2022 in Review

Bristlecone Advisors sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 11,080 shares — an estimated $745K sold.

Bristlecone Advisors first reported a position in EQR in Q3 2022 and held it in 1 quarter. The position peaked at $745K in Q3 2022. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

Bristlecone Advisors reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
Bristlecone Advisors sold 11,080 Equity Residential shares in Q4 2022, an estimated $745K.
Bristlecone Advisors first reported a position in Equity Residential in Q3 2022 and held it in 1 quarter.
Bristlecone Advisors's Equity Residential position peaked at $745K in Q3 2022.
597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Bristlecone Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.