Capital Analysts LLC’s Equinor EQNR Stock Holding History

Capital Analysts LLC’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-23	Closed	-$1K	–	1323
2024 Q3	$1K	Sell	23 -1,978	-99%	-$52.2K	﹤0.01%	1255
2024 Q2	$58K	Hold	2,001	–	–	﹤0.01%	673
2024 Q1	$54K	Sell	2,001 -644	-24%	-$17.6K	﹤0.01%	645
2023 Q4	$84K	Buy	2,645 +21	+0.8%	+$680	﹤0.01%	561
2023 Q3	$86K	Hold	2,624	–	–	﹤0.01%	512
2023 Q2	$77K	Hold	2,624	–	–	﹤0.01%	513
2023 Q1	$75K	Sell	2,624 -742	-22%	-$22.4K	﹤0.01%	517
2022 Q4	$121K	Hold	3,366	–	–	0.01%	465
2022 Q3	$111K	Buy	3,366 +144	+4%	+$5.2K	0.01%	425
2022 Q2	$112K	Buy	3,222 +264	+9%	+$9.43K	0.01%	417
2022 Q1	$111K	Hold	2,958	–	–	0.01%	413
2021 Q4	$78K	Hold	2,958	–	–	﹤0.01%	493
2021 Q3	$75K	Buy	2,958 +1,756	+146%	+$37.6K	﹤0.01%	511
2021 Q2	$25K	Buy	+1,202	New	+$25.3K	﹤0.01%	638

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's EQNR Position: Q4 2024 in Review

Capital Analysts LLC sold out of Equinor (EQNR) in Q4 2024, closing a stake of 23 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EQNR in Q2 2021 and held it in 14 quarters. The position peaked at $121K in Q4 2022. 310 funds tracked by Wall St. Rank hold EQNR as of Q4 2024.

Capital Analysts LLC reported no remaining Equinor position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 23 Equinor shares in Q4 2024, an estimated $1K.
Capital Analysts LLC first reported a position in Equinor in Q2 2021 and held it in 14 quarters.
Capital Analysts LLC's Equinor position peaked at $121K in Q4 2022.
310 funds tracked by Wall St. Rank held Equinor as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.