Lederer & Associates Investment Counsel’s Equity Residential EQR Stock Holding History

Lederer & Associates Investment Counsel’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
2021 Q3	–	Sell	-3,802	Closed	-$293K	–	88
2021 Q2	$293K	Sell	3,802 -248	-6%	-$18.7K	0.2%	82
2021 Q1	$290K	Sell	4,050 -72	-2%	-$4.77K	0.2%	81
2020 Q4	$244K	Buy	4,122 +173	+4%	+$9.78K	0.19%	84
2020 Q3	$203K	Buy	3,949 +126	+3%	+$6.97K	0.17%	84
2020 Q2	$225K	Buy	3,823 +11	+0.3%	+$682	0.21%	76
2020 Q1	$235K	Buy	+3,812	New	+$295K	0.27%	69

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

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

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

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Lederer & Associates Investment Counsel's EQR Position: Q3 2021 in Review

Lederer & Associates Investment Counsel sold out of Equity Residential (EQR) in Q3 2021, closing a stake of 3,802 shares — an estimated $293K sold.

Lederer & Associates Investment Counsel first reported a position in EQR in Q1 2020 and held it in 6 quarters. The position peaked at $293K in Q2 2021. 596 funds tracked by Wall St. Rank hold EQR as of Q3 2021.

Lederer & Associates Investment Counsel reported no remaining Equity Residential position as of Q3 2021 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 3,802 Equity Residential shares in Q3 2021, an estimated $293K.
Lederer & Associates Investment Counsel first reported a position in Equity Residential in Q1 2020 and held it in 6 quarters.
Lederer & Associates Investment Counsel's Equity Residential position peaked at $293K in Q2 2021.
596 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q3 2021, filed 22 Oct 2021.