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Chase Investment Counsel’s Equity Residential EQR Stock Holding History

Chase Investment Counsel’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
2024
Q4 		– Sell
-5,033
Closed -$374K – 139
2024
Q3 		$374K Buy
5,033
+101
+2% +$7.29K 0.12% 108
2024
Q2 		$341K Buy
+4,932
New +$321K 0.12% 111

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
T. Rowe Price Associates
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chase Investment Counsel's EQR Position: Q4 2024 in Review

Chase Investment Counsel sold out of Equity Residential (EQR) in Q4 2024, closing a stake of 5,033 shares — an estimated $374K sold.

Chase Investment Counsel first reported a position in EQR in Q2 2024 and held it in 2 quarters. The position peaked at $374K in Q3 2024. 683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • Chase Investment Counsel reported no remaining Equity Residential position as of Q4 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 5,033 Equity Residential shares in Q4 2024, an estimated $374K.
  • Chase Investment Counsel first reported a position in Equity Residential in Q2 2024 and held it in 2 quarters.
  • Chase Investment Counsel's Equity Residential position peaked at $374K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on Chase Investment Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.