Lee Financial’s Equinix EQIX Stock Holding History

Lee Financial’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	Closed	-$655	–	852
2022 Q4	$655	Sell	1 -5	-83%	-$3.09K	﹤0.01%	794
2022 Q3	$4K	Hold	6	–	–	﹤0.01%	569
2022 Q2	$4K	Buy	+6	New	+$4.16K	﹤0.01%	587
2022 Q1	–	Sell	-35	Closed	-$30K	–	819
2021 Q4	$30K	Buy	+35	New	+$28.1K	0.01%	313
2018 Q3	–	Sell	-40	Closed	-$17K	–	537
2018 Q2	$17K	Hold	40	–	–	﹤0.01%	376
2018 Q1	$17K	Buy	+40	New	+$16.8K	﹤0.01%	374

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

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

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

AAMU

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

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

Lee Financial's EQIX Position: Q1 2023 in Review

Lee Financial sold out of Equinix (EQIX) in Q1 2023, closing a stake of 1 share — an estimated $655 sold.

Lee Financial first reported a position in EQIX in Q1 2018 and held it in 6 quarters. The position peaked at $30K in Q4 2021. 962 funds tracked by Wall St. Rank hold EQIX as of Q1 2023.

Lee Financial reported no remaining Equinix position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1 Equinix share in Q1 2023, an estimated $655.
Lee Financial first reported a position in Equinix in Q1 2018 and held it in 6 quarters.
Lee Financial's Equinix position peaked at $30K in Q4 2021.
962 funds tracked by Wall St. Rank held Equinix as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.