Harel Insurance Investments & Financial Services’s Equity Residential EQR Stock Holding History

Harel Insurance Investments & Financial Services’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	-140	Closed	-$9K	–	686
2023 Q2	$9K	Sell	140 -20	-13%	-$1.25K	﹤0.01%	629
2023 Q1	$9K	Sell	160 -80	-33%	-$4.91K	﹤0.01%	646
2022 Q4	$14K	Hold	240	–	–	﹤0.01%	599
2022 Q3	$16K	Sell	240 -200	-45%	-$14.8K	﹤0.01%	620
2022 Q2	$32K	Hold	440	–	–	﹤0.01%	582
2022 Q1	$40K	Buy	+440	New	+$38.8K	﹤0.01%	545
2019 Q4	–	Sell	-2,000	Closed	-$173K	–	492
2019 Q3	$173K	Buy	+2,000	New	+$164K	0.01%	212
2016 Q4	–	Sell	-300	Closed	-$19K	–	388
2016 Q3	$19K	Buy	300 +100	+50%	+$6.67K	﹤0.01%	311
2016 Q2	$14K	Buy	200 +100	+100%	+$6.88K	﹤0.01%	516
2016 Q1	$8K	Hold	100	–	–	﹤0.01%	371
2015 Q4	$8K	Buy	+100	New	+$7.89K	﹤0.01%	302

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $59.9B AUM 27.01% 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

Harel Insurance Investments & Financial Services's EQR Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Equity Residential (EQR) in Q3 2023, closing a stake of 140 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in EQR in Q4 2015 and held it in 11 quarters. The position peaked at $173K in Q3 2019. 592 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Equity Residential position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 140 Equity Residential shares in Q3 2023, an estimated $9K.
Harel Insurance Investments & Financial Services first reported a position in Equity Residential in Q4 2015 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Equity Residential position peaked at $173K in Q3 2019.
592 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.