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Gofen & Glossberg’s Equity Residential EQR Stock Holding History

Gofen & Glossberg’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
Q4 		$1.38M Buy
23,338
+8
+0% +$501 0.04% 218
2022
Q3 		$1.57M Buy
23,330
+109
+0.5% +$8.06K 0.04% 203
2022
Q2 		$1.68M Sell
23,221
-194
-0.8% -$15.4K 0.04% 202
2022
Q1 		$2.1M Sell
23,415
-1,495
-6% -$132K 0.05% 193
2021
Q4 		$2.25M Sell
24,910
-1,294
-5% -$111K 0.05% 190
2021
Q3 		$2.12M Sell
26,204
-1,244
-5% -$103K 0.05% 192
2021
Q2 		$2.11M Buy
27,448
+7
+0% +$529 0.05% 191
2021
Q1 		$1.97M Sell
27,441
-2,992
-10% -$198K 0.05% 186
2020
Q4 		$1.8M Sell
30,433
-909
-3% -$51.4K 0.05% 185
2020
Q3 		$1.61M Buy
31,342
+309
+1% +$17.1K 0.05% 182
2020
Q2 		$1.82M Sell
31,033
-1,372
-4% -$85K 0.06% 164
2020
Q1 		$2M Buy
32,405
+6
+0% +$464 0.08% 149
2019
Q4 		$2.62M Buy
32,399
+5
+0% +$426 0.08% 147
2019
Q3 		$2.79M Sell
32,394
-617
-2% -$50.5K 0.09% 139
2019
Q2 		$2.51M Sell
33,011
-844
-2% -$64.5K 0.09% 148
2019
Q1 		$2.55M Sell
33,855
-104
-0.3% -$7.49K 0.09% 143
2018
Q4 		$2.24M Sell
33,959
-1,419
-4% -$95.3K 0.09% 148
2018
Q3 		$2.34M Sell
35,378
-2,919
-8% -$193K 0.08% 160
2018
Q2 		$2.44M Sell
38,297
-1,434
-4% -$89.4K 0.09% 149
2018
Q1 		$2.45M Buy
39,731
+6
+0% +$356 0.09% 152
2017
Q4 		$2.53M Buy
39,725
+6
+0% +$400 0.09% 154
2017
Q3 		$2.62M Sell
39,719
-145
-0.4% -$9.71K 0.1% 147
2017
Q2 		$2.62M Buy
39,864
+1,005
+3% +$65.7K 0.1% 146
2017
Q1 		$2.42M Sell
38,859
-3,144
-7% -$197K 0.09% 148
2016
Q4 		$2.7M Sell
42,003
-194
-0.5% -$11.9K 0.11% 137
2016
Q3 		$2.71M Sell
42,197
-500
-1% -$33.3K 0.11% 135
2016
Q2 		$2.94M Sell
42,697
-396
-0.9% -$27.2K 0.12% 129
2016
Q1 		$3.23M Sell
43,093
-50
-0.1% -$3.74K 0.14% 126
2015
Q4 		$3.52M Sell
43,143
-1,686
-4% -$133K 0.15% 117
2015
Q3 		$3.37M Buy
44,829
+405
+0.9% +$29.8K 0.15% 119
2015
Q2 		$3.12M Sell
44,424
-1,155
-3% -$85.7K 0.13% 129
2015
Q1 		$3.55M Sell
45,579
-296
-0.6% -$23.1K 0.15% 119
2014
Q4 		$3.3M Buy
45,875
+5
+0% +$346 0.14% 123
2014
Q3 		$2.83M Sell
45,870
-245
-0.5% -$15.8K 0.12% 135
2014
Q2 		$2.9M Sell
46,115
-628
-1% -$38.1K 0.13% 135
2014
Q1 		$2.73M Buy
46,743
+2,158
+5% +$122K 0.13% 135
2013
Q4 		$2.31M Sell
44,585
-295
-0.7% -$15.5K 0.11% 148
2013
Q3 		$2.4M Buy
44,880
+604
+1% +$33.3K 0.12% 135
2013
Q2 		$2.57M Buy
+44,276
New +$2.54M 0.14% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Gofen & Glossberg's EQR Position: Q4 2022 in Review

Gofen & Glossberg increased its Equity Residential (EQR) stake by 0.03% in Q4 2022, buying an estimated $501 and bringing the position to 23,338 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #218.

Gofen & Glossberg first reported a position in EQR in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.55M in Q1 2015. 598 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Gofen & Glossberg held 23,338 shares of Equity Residential worth $1.38M as of Q4 2022.
  • Gofen & Glossberg bought 8 Equity Residential shares in Q4 2022, an estimated $501.
  • Equity Residential made up 0.04% of Gofen & Glossberg's portfolio in Q4 2022, its #218 holding.
  • Gofen & Glossberg first reported a position in Equity Residential in Q2 2013 and has held it in 39 quarters since.
  • Gofen & Glossberg's Equity Residential position peaked at $3.55M in Q1 2015.
  • 598 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.