Ellevest Inc’s Equinix EQIX Stock Holding History

Ellevest Inc’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$365K	Buy	+372	New	+$331K	0.05%	288
2023 Q2	–	Sell	-61	Closed	-$44K	–	750
2023 Q1	$44K	Hold	61	–	–	﹤0.01%	632
2022 Q4	$40K	Buy	61 +9	+17%	+$5.56K	﹤0.01%	669
2022 Q3	$30K	Sell	52 -51	-50%	-$33.3K	﹤0.01%	714
2022 Q2	$68K	Buy	103 +65	+171%	+$45K	0.01%	488
2022 Q1	$28K	Sell	38 -2	-5%	-$1.44K	﹤0.01%	656
2021 Q4	$34K	Sell	40 -7	-15%	-$5.61K	﹤0.01%	598
2021 Q3	$37K	Buy	47 +2	+4%	+$1.66K	﹤0.01%	538
2021 Q2	$36K	Buy	45 +30	+200%	+$22.3K	﹤0.01%	536
2021 Q1	$10K	Sell	15 -28	-65%	-$19.2K	﹤0.01%	781
2020 Q4	$31K	Buy	43 +40	+1,333%	+$29.8K	﹤0.01%	543
2020 Q3	$2K	Buy	3 +1	+50%	+$757	﹤0.01%	894
2020 Q2	$1K	Sell	2 -8	-80%	-$5.41K	﹤0.01%	988
2020 Q1	$6K	Hold	10	–	–	﹤0.01%	621
2019 Q4	$6K	Hold	10	–	–	﹤0.01%	574
2019 Q3	$6K	Buy	10 +1	+11%	+$537	﹤0.01%	257
2019 Q2	$5K	Buy	+9	New	+$4.32K	﹤0.01%	297

Other funds holding EQIX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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