Jefferies Group’s Equity Residential EQR Stock Holding History

Jefferies Group’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
2020 Q2	–	Sell	-27,300	Closed	-$1.69M	–	1526
2020 Q1	$1.69M	Sell	27,300 -6,500	-19%	-$502K	0.02%	762
2019 Q4	$2.73M	Sell	33,800 -1,700	-5%	-$145K	0.02%	859
2019 Q3	$3.06M	Buy	35,500 +33,200	+1,443%	+$2.72M	0.02%	790
2019 Q2	$175K	Buy	2,300 +1,800	+360%	+$137K	﹤0.01%	2179
2019 Q1	$38K	Buy	+500	New	+$36K	﹤0.01%	2216
2014 Q3	–	Sell	-12,400	Closed	-$781K	–	2199
2014 Q2	$781K	Sell	12,400 -800	-6%	-$48.6K	0.01%	1015
2014 Q1	$765K	Buy	+13,200	New	+$745K	0.01%	1059

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

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

Jefferies Group's EQR Position: Q3 2022 in Review

Jefferies Group increased its Equity Residential (EQR) stake by 76% in Q3 2022, buying an estimated $1.57M and bringing the position to 49,187 shares worth $3.31M. The position accounts for 0.03% of the portfolio, ranked #447.

Jefferies Group first reported a position in EQR in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.7M in Q4 2019. 617 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

Jefferies Group held 49,187 shares of Equity Residential worth $3.31M as of Q3 2022.
Jefferies Group bought 21,211 Equity Residential shares in Q3 2022, an estimated $1.57M.
Equity Residential made up 0.03% of Jefferies Group's portfolio in Q3 2022, its #447 holding.
Jefferies Group first reported a position in Equity Residential in Q2 2013 and has held it in 21 quarters since.
Jefferies Group's Equity Residential position peaked at $3.7M in Q4 2019.
617 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.