CSat Investment Advisory’s Equity Residential EQR Stock Holding History

CSat Investment Advisory’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
2021 Q1	$32K	Sell	445 -46	-9%	-$3.04K	0.03%	295
2020 Q4	$29K	Sell	491 -1,407	-74%	-$79.5K	0.03%	268
2020 Q3	$97K	Buy	1,898 +241	+15%	+$13.3K	0.01%	471
2020 Q2	$98K	Buy	1,657 +676	+69%	+$41.9K	0.01%	478
2020 Q1	$60K	Buy	981 +118	+14%	+$9.12K	0.01%	478
2019 Q4	$70K	Buy	863 +158	+22%	+$13.4K	0.02%	486
2019 Q3	$61K	Buy	705 +39	+6%	+$3.19K	0.02%	437
2019 Q2	$51K	Buy	666 +522	+363%	+$39.9K	0.02%	510
2019 Q1	$11K	Buy	144 +4	+3%	+$288	0.01%	418
2018 Q4	$9K	Buy	140 +15	+12%	+$1.01K	0.01%	425
2018 Q3	$8K	Buy	125 +13	+12%	+$860	﹤0.01%	404
2018 Q2	$7K	Buy	+112	New	+$6.98K	﹤0.01%	410

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's EQR Position: Q1 2021 in Review

CSat Investment Advisory reduced its Equity Residential (EQR) stake by 9.4% in Q1 2021, selling an estimated $3.04K and leaving 445 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #295.

CSat Investment Advisory first reported a position in EQR in Q2 2018 and has held it in 12 quarters since. The position peaked at $98K in Q2 2020. 558 funds tracked by Wall St. Rank hold EQR as of Q1 2021.

CSat Investment Advisory held 445 shares of Equity Residential worth $32K as of Q1 2021.
CSat Investment Advisory sold 46 Equity Residential shares in Q1 2021, an estimated $3.04K.
Equity Residential made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #295 holding.
CSat Investment Advisory first reported a position in Equity Residential in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Equity Residential position peaked at $98K in Q2 2020.
558 funds tracked by Wall St. Rank held Equity Residential as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.