Family Management’s Equinix EQIX Stock Holding History

Family Management’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
2024 Q2	–	Sell	-3,677	Closed	-$3.03M	–	187
2024 Q1	$3.03M	Buy	3,677 +311	+9%	+$262K	0.56%	49
2023 Q4	$2.71M	Buy	+3,366	New	+$2.58M	0.56%	42
2023 Q3	–	Sell	-326	Closed	-$256K	–	161
2023 Q2	$256K	Hold	326	–	–	0.06%	120
2023 Q1	$235K	Sell	326 -66	-17%	-$46.5K	0.05%	110
2022 Q4	$257K	Hold	392	–	–	0.06%	122
2022 Q3	$223K	Hold	392	–	–	0.06%	124
2022 Q2	$258K	Sell	392 -606	-61%	-$420K	0.07%	126
2022 Q1	$740K	Buy	998 +21	+2%	+$15.1K	0.21%	76
2021 Q4	$826K	Buy	977 +7	+0.7%	+$5.61K	0.21%	78
2021 Q3	$766K	Sell	970 -74	-7%	-$61.5K	0.21%	81
2021 Q2	$838K	Buy	1,044 +288	+38%	+$214K	0.22%	76
2021 Q1	$514K	Buy	756 +91	+14%	+$62.5K	0.16%	90
2020 Q4	$475K	Buy	+665	New	+$495K	0.16%	93

Other funds holding EQIX

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Family Management's EQIX Position: Q2 2024 in Review

Family Management sold out of Equinix (EQIX) in Q2 2024, closing a stake of 3,677 shares — an estimated $3.03M sold.

Family Management first reported a position in EQIX in Q4 2020 and held it in 13 quarters. The position peaked at $3.03M in Q1 2024. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

Family Management reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
Family Management sold 3,677 Equinix shares in Q2 2024, an estimated $3.03M.
Family Management first reported a position in Equinix in Q4 2020 and held it in 13 quarters.
Family Management's Equinix position peaked at $3.03M in Q1 2024.
1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.