L.J. Altfest & Co’s Equinix EQIX Stock Holding History

L.J. Altfest & Co’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
2023 Q1	–	Sell	-1,627	Closed	-$1.07M	–	279
2022 Q4	$1.07M	Buy	1,627 +6	+0.4%	+$3.71K	0.18%	91
2022 Q3	$922K	Buy	1,621 +13	+0.8%	+$8.49K	0.17%	92
2022 Q2	$1.06M	Sell	1,608 -19	-1%	-$13.2K	0.19%	82
2022 Q1	$1.21M	Buy	+1,627	New	+$1.17M	0.22%	74
2021 Q3	–	Sell	-1,084	Closed	-$870K	–	262
2021 Q2	$870K	Sell	1,084 -1,734	-62%	-$1.29M	0.19%	99
2021 Q1	$1.92M	Buy	2,818 +2,208	+362%	+$1.52M	0.45%	44
2020 Q4	$436K	Sell	610 -39	-6%	-$29K	0.11%	147
2020 Q3	$493K	Buy	649 +1	+0.2%	+$757	0.13%	121
2020 Q2	$455K	Buy	648 +66	+11%	+$44.6K	0.13%	121
2020 Q1	$363K	Sell	582 -55	-9%	-$32.9K	0.11%	120
2019 Q4	$372K	Sell	637 -25	-4%	-$14K	0.09%	135
2019 Q3	$382K	Sell	662 -502	-43%	-$270K	0.1%	119
2019 Q2	$587K	Sell	1,164 -528	-31%	-$253K	0.16%	92
2019 Q1	$767K	Sell	1,692 -48	-3%	-$19.5K	0.19%	77
2018 Q4	$613K	Sell	1,740 -845	-33%	-$329K	0.17%	82
2018 Q3	$1.12M	Buy	2,585 +2	+0.1%	+$876	0.33%	56
2018 Q2	$1.11M	Sell	2,583 -9	-0.3%	-$3.64K	0.41%	52
2018 Q1	$1.08M	Buy	2,592 +1,302	+101%	+$548K	0.47%	50
2017 Q4	$585K	Buy	+1,290	New	+$597K	0.22%	98

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

Capital International Investors

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

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

Geode Capital Management

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates

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