FourThought Financial’s Equity Residential EQR Stock Holding History

FourThought Financial’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 Q3	$15K	Buy	223 +23	+12%	+$1.7K	﹤0.01%	930
2022 Q2	$14K	Buy	200 +50	+33%	+$3.97K	﹤0.01%	940
2022 Q1	$13K	Hold	150	–	–	﹤0.01%	998
2021 Q4	$14K	Hold	150	–	–	﹤0.01%	1004
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	1066
2021 Q2	$11K	Sell	150 -75	-33%	-$5.67K	﹤0.01%	1083
2021 Q1	$16K	Hold	225	–	–	﹤0.01%	948
2020 Q4	$13K	Buy	+225	New	+$12.7K	﹤0.01%	967

Other funds holding EQR

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

AAMU

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FourThought Financial's EQR Position: Q3 2022 in Review

FourThought Financial increased its Equity Residential (EQR) stake by 12% in Q3 2022, buying an estimated $1.7K and bringing the position to 223 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

FourThought Financial first reported a position in EQR in Q4 2020 and has held it in 8 quarters since. The position peaked at $16K in Q1 2021. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

FourThought Financial held 223 shares of Equity Residential worth $15K as of Q3 2022.
FourThought Financial bought 23 Equity Residential shares in Q3 2022, an estimated $1.7K.
Equity Residential made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #930 holding.
FourThought Financial first reported a position in Equity Residential in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Equity Residential position peaked at $16K in Q1 2021.
618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.