Glovista Investments’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,350
| Closed | -$335K | – | 78 |
|
|
2021
Q2 | $335K | Sell |
4,350
-700
| -14% | -$52.9K | 0.08% | 90 |
|
|
2021
Q1 | $362K | Hold |
5,050
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $299K | Sell |
5,050
-1,800
| -26% | -$102K | 0.1% | 101 |
|
|
2020
Q3 | $352K | Buy |
+6,850
| New | +$379K | 0.12% | 83 |
|
|
2020
Q1 | – | Sell |
-3,050
| Closed | -$247K | – | 94 |
|
|
2019
Q4 | $247K | Hold |
3,050
| – | – | 0.08% | 87 |
|
|
2019
Q3 | $263K | Hold |
3,050
| – | – | 0.09% | 84 |
|
|
2019
Q2 | $232K | Hold |
3,050
| – | – | 0.08% | 91 |
|
|
2019
Q1 | $230K | Hold |
3,050
| – | – | 0.07% | 75 |
|
|
2018
Q4 | $201K | Sell |
3,050
-100
| -3% | -$6.71K | 0.06% | 83 |
|
|
2018
Q3 | $209K | Hold |
3,150
| – | – | 0.05% | 90 |
|
|
2018
Q2 | $201K | Sell |
3,150
-900
| -22% | -$56.1K | 0.05% | 100 |
|
|
2018
Q1 | $250K | Sell |
4,050
-200
| -5% | -$11.9K | 0.06% | 79 |
|
|
2017
Q4 | $271K | Sell |
4,250
-100
| -2% | -$6.67K | 0.05% | 83 |
|
|
2017
Q3 | $287K | Hold |
4,350
| – | – | 0.05% | 89 |
|
|
2017
Q2 | $286K | Sell |
4,350
-4,850
| -53% | -$317K | 0.06% | 91 |
|
|
2017
Q1 | $572K | Sell |
9,200
-3,150
| -26% | -$197K | 0.13% | 78 |
|
|
2016
Q4 | $795K | Sell |
12,350
-2,000
| -14% | -$123K | 0.14% | 44 |
|
|
2016
Q3 | $923K | Sell |
14,350
-600
| -4% | -$40K | 0.18% | 36 |
|
|
2016
Q2 | $1.03M | Sell |
14,950
-1,580
| -10% | -$109K | 0.18% | 42 |
|
|
2016
Q1 | $1.24M | Sell |
16,530
-900
| -5% | -$67.3K | 0.21% | 39 |
|
|
2015
Q4 | $1.42M | Buy |
17,430
+1,400
| +9% | +$110K | 0.24% | 30 |
|
|
2015
Q3 | $1.2M | Hold |
16,030
| – | – | 0.17% | 28 |
|
|
2015
Q2 | $1.13M | Buy |
16,030
+350
| +2% | +$26K | 0.13% | 34 |
|
|
2015
Q1 | $1.22M | Hold |
15,680
| – | – | 0.14% | 40 |
|
|
2014
Q4 | $1.13M | Hold |
15,680
| – | – | 0.14% | 36 |
|
|
2014
Q3 | $966K | Buy |
15,680
+970
| +7% | +$62.7K | 0.13% | 39 |
|
|
2014
Q2 | $927K | Sell |
14,710
-200
| -1% | -$12.1K | 0.13% | 45 |
|
|
2014
Q1 | $865K | Buy |
14,910
+3,250
| +28% | +$183K | 0.15% | 42 |
|
|
2013
Q4 | $605K | Hold |
11,660
| – | – | 0.1% | 44 |
|
|
2013
Q3 | $625K | Buy |
+11,660
| New | +$643K | 0.11% | 36 |
|
Other funds holding EQR
AAMU
Glovista Investments's EQR Position: Q3 2021 in Review
Glovista Investments sold out of Equity Residential (EQR) in Q3 2021, closing a stake of 4,350 shares — an estimated $335K sold.
Glovista Investments first reported a position in EQR in Q3 2013 and held it in 30 quarters. The position peaked at $1.42M in Q4 2015. 595 funds tracked by Wall St. Rank hold EQR as of Q3 2021.
- Glovista Investments reported no remaining Equity Residential position as of Q3 2021 after selling out during the quarter.
- Glovista Investments sold 4,350 Equity Residential shares in Q3 2021, an estimated $335K.
- Glovista Investments first reported a position in Equity Residential in Q3 2013 and held it in 30 quarters.
- Glovista Investments's Equity Residential position peaked at $1.42M in Q4 2015.
- 595 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.
Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.