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Fernwood Investment Management’s Equity Residential EQR Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-270
Closed -$17K – 341
2024
Q1 		$17K Buy
+270
New +$16.4K 0.01% 472

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Fernwood Investment Management's EQR Position: Q2 2024 in Review

Fernwood Investment Management sold out of Equity Residential (EQR) in Q2 2024, closing a stake of 270 shares — an estimated $17K sold.

Fernwood Investment Management first reported a position in EQR in Q1 2024 and held it in 1 quarter. The position peaked at $17K in Q1 2024. 653 funds tracked by Wall St. Rank hold EQR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Equity Residential position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 270 Equity Residential shares in Q2 2024, an estimated $17K.
  • Fernwood Investment Management first reported a position in Equity Residential in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Equity Residential position peaked at $17K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Equity Residential as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.