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Evergreen Private Wealth’s Equinix EQIX Stock Holding History

Evergreen Private Wealth’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
2025
Q1 		– Sell
-3
Closed -$2.83K – 194
2024
Q4 		$2.83K Hold
3
– – ﹤0.01% 179
2024
Q3 		$2.66K Sell
3
-1,768
-100% -$1.45M ﹤0.01% 183
2024
Q2 		$1.34M Buy
1,771
+31
+2% +$23.5K 0.66% 46
2024
Q1 		$1.44M Buy
1,740
+109
+7% +$91.7K 0.72% 47
2023
Q4 		$1.31M Buy
+1,631
New +$1.25M 0.71% 40

Other funds holding EQIX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Private Wealth's EQIX Position: Q1 2025 in Review

Evergreen Private Wealth sold out of Equinix (EQIX) in Q1 2025, closing a stake of 3 shares — an estimated $2.83K sold.

Evergreen Private Wealth first reported a position in EQIX in Q4 2023 and held it in 5 quarters. The position peaked at $1.44M in Q1 2024. 1,202 funds tracked by Wall St. Rank hold EQIX as of Q1 2025.

  • Evergreen Private Wealth reported no remaining Equinix position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 3 Equinix shares in Q1 2025, an estimated $2.83K.
  • Evergreen Private Wealth first reported a position in Equinix in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's Equinix position peaked at $1.44M in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held Equinix as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.