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Fiduciary Alliance’s Equity Residential EQR Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-19
Closed -$1.25K – 402
2023
Q2 		$1.25K Buy
+19
New +$1.19K ﹤0.01% 842
2023
Q1 		– Sell
-19
Closed -$1.12K – 365
2022
Q4 		$1.12K Buy
+19
New +$1.19K ﹤0.01% 763

Other funds holding EQR

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fiduciary Alliance's EQR Position: Q3 2023 in Review

Fiduciary Alliance sold out of Equity Residential (EQR) in Q3 2023, closing a stake of 19 shares — an estimated $1.25K sold.

Fiduciary Alliance first reported a position in EQR in Q4 2022 and held it in 2 quarters. The position peaked at $1.25K in Q2 2023. 591 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

  • Fiduciary Alliance reported no remaining Equity Residential position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 19 Equity Residential shares in Q3 2023, an estimated $1.25K.
  • Fiduciary Alliance first reported a position in Equity Residential in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Equity Residential position peaked at $1.25K in Q2 2023.
  • 591 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.