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Lake Street Advisors Group’s Equinix EQIX Stock Holding History

Lake Street Advisors Group’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
Q4 		$713K Buy
756
+12
+2% +$11K 0.03% 270
2024
Q3 		$660K Buy
744
+29
+4% +$23.8K 0.03% 280
2024
Q2 		$541K Sell
715
-40
-5% -$30.4K 0.03% 304
2024
Q1 		$623K Buy
755
+44
+6% +$37K 0.03% 303
2023
Q4 		$573K Buy
+711
New +$546K 0.03% 305
2021
Q3 		– Sell
-477
Closed -$388K – 294
2021
Q2 		$388K Buy
477
+15
+3% +$11.1K 0.03% 204
2021
Q1 		$314K Sell
462
-30
-6% -$20.6K 0.03% 226
2020
Q4 		$352K Buy
492
+19
+4% +$14.1K 0.03% 198
2020
Q3 		$360K Sell
473
-12
-2% -$9.08K 0.03% 176
2020
Q2 		$341K Sell
485
-141
-23% -$95.4K 0.03% 179
2020
Q1 		$391K Buy
+626
New +$375K 0.05% 135
2018
Q3 		– Sell
-555
Closed -$239K – 250
2018
Q2 		$239K Sell
555
-44
-7% -$17.8K 0.02% 275
2018
Q1 		$250K Buy
+599
New +$252K 0.03% 249

Other funds holding EQIX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's EQIX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Equinix (EQIX) stake by 1.6% in Q4 2024, buying an estimated $11K and bringing the position to 756 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #270.

Lake Street Advisors Group first reported a position in EQIX in Q1 2018 and has held it in 13 quarters since. 1,189 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • Lake Street Advisors Group held 756 shares of Equinix worth $713K as of Q4 2024.
  • Lake Street Advisors Group bought 12 Equinix shares in Q4 2024, an estimated $11K.
  • Equinix made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #270 holding.
  • Lake Street Advisors Group first reported a position in Equinix in Q1 2018 and has held it in 13 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.