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Cordatus Wealth Management’s Equity Residential EQR Stock Holding History

Cordatus Wealth 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
2023
Q2 		– Sell
-13,465
Closed -$808K – 151
2023
Q1 		$808K Buy
+13,465
New +$827K 1.03% 39

Other funds holding EQR

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cordatus Wealth Management's EQR Position: Q2 2023 in Review

Cordatus Wealth Management sold out of Equity Residential (EQR) in Q2 2023, closing a stake of 13,465 shares — an estimated $808K sold.

Cordatus Wealth Management first reported a position in EQR in Q1 2023 and held it in 1 quarter. The position peaked at $808K in Q1 2023. 610 funds tracked by Wall St. Rank hold EQR as of Q2 2023.

  • Cordatus Wealth Management reported no remaining Equity Residential position as of Q2 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 13,465 Equity Residential shares in Q2 2023, an estimated $808K.
  • Cordatus Wealth Management first reported a position in Equity Residential in Q1 2023 and held it in 1 quarter.
  • Cordatus Wealth Management's Equity Residential position peaked at $808K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Equity Residential as of Q2 2023.

Based on Cordatus Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.