GoalVest Advisory’s Equity Residential EQR Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-1	Closed	–	–	379
2022 Q1	$0	Buy	+1	New	+$88	﹤0.01%	413

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

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

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

GoalVest Advisory's EQR Position: Q2 2022 in Review

GoalVest Advisory sold out of Equity Residential (EQR) in Q2 2022, closing a stake of 1 share.

GoalVest Advisory first reported a position in EQR in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 617 funds tracked by Wall St. Rank hold EQR as of Q2 2022.

GoalVest Advisory reported no remaining Equity Residential position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1 Equity Residential share in Q2 2022.
GoalVest Advisory first reported a position in Equity Residential in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Equity Residential position peaked at $0 in Q1 2022.
617 funds tracked by Wall St. Rank held Equity Residential as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.