HoyleCohen’s Equinix EQIX Stock Holding History

HoyleCohen’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$204K	Sell	270 -51	-16%	-$38.7K	0.02%	263
2024 Q1	$265K	Sell	321 -28	-8%	-$23.6K	0.02%	249
2023 Q4	$281K	Hold	349	–	–	0.02%	237
2023 Q3	$253K	Sell	349 -75	-18%	-$58.1K	0.02%	233
2023 Q2	$332K	Sell	424 -27	-6%	-$19.8K	0.03%	213
2023 Q1	$325K	Sell	451 -69	-13%	-$48.6K	0.03%	215
2022 Q4	$340K	Sell	520 -169	-25%	-$104K	0.03%	213
2022 Q3	$392K	Hold	689	–	–	0.04%	189
2022 Q2	$453K	Hold	689	–	–	0.05%	184
2022 Q1	$511K	Sell	689 -8	-1%	-$5.76K	0.04%	190
2021 Q4	$590K	Buy	697 +225	+48%	+$180K	0.05%	187
2021 Q3	$373K	Buy	472 +5	+1%	+$4.15K	0.04%	204
2021 Q2	$375	Hold	467	–	–	0.03%	202
2021 Q1	$317K	Buy	467 +90	+24%	+$61.8K	0.03%	211
2020 Q4	$269K	Buy	+377	New	+$281K	0.03%	197

Other funds holding EQIX

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HoyleCohen's EQIX Position: Q2 2024 in Review

HoyleCohen reduced its Equinix (EQIX) stake by 16% in Q2 2024, selling an estimated $38.7K and leaving 270 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #263.

HoyleCohen first reported a position in EQIX in Q4 2020 and has held it in 15 quarters since. The position peaked at $590K in Q4 2021. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

HoyleCohen held 270 shares of Equinix worth $204K as of Q2 2024.
HoyleCohen sold 51 Equinix shares in Q2 2024, an estimated $38.7K.
Equinix made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #263 holding.
HoyleCohen first reported a position in Equinix in Q4 2020 and has held it in 15 quarters since.
HoyleCohen's Equinix position peaked at $590K in Q4 2021.
1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.