FDx Advisors’s Equity Residential EQR Stock Holding History

FDx Advisors’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
2022 Q1	–	Sell	-2,284	Closed	-$207K	–	862
2021 Q4	$207K	Buy	+2,284	New	+$196K	0.01%	824
2020 Q3	–	Sell	-6,937	Closed	-$408K	–	629
2020 Q2	$408K	Buy	+6,937	New	+$430K	0.02%	377
2019 Q3	–	Sell	-2,744	Closed	-$208K	–	674
2019 Q2	$208K	Sell	2,744 -368	-12%	-$28.1K	0.01%	760
2019 Q1	$234K	Buy	+3,112	New	+$224K	0.01%	683
2018 Q2	–	Sell	-8,614	Closed	-$531K	–	917
2018 Q1	$531K	Buy	+8,614	New	+$511K	0.02%	725
2016 Q4	–	Sell	-5,565	Closed	-$358K	–	1135
2016 Q3	$358K	Buy	+5,565	New	+$371K	0.01%	724
2016 Q2	–	Sell	-2,937	Closed	-$220K	–	897
2016 Q1	$220K	Sell	2,937 -52	-2%	-$3.89K	0.01%	824
2015 Q4	$244K	Buy	+2,989	New	+$236K	0.01%	776
2015 Q2	–	Sell	-5,000	Closed	-$387K	–	986
2015 Q1	$387K	Buy	5,000 +124	+3%	+$9.68K	0.01%	1089
2014 Q4	$350K	Buy	+4,876	New	+$338K	0.02%	670
2014 Q2	–	Sell	-5,657	Closed	-$328K	–	980
2014 Q1	$328K	Buy	+5,657	New	+$319K	0.03%	579

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Bank of America

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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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