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Lourd Capital’s Equity Residential EQR Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-5,692
Closed -$376K – 179
2018
Q4 		$376K Buy
5,692
+228
+4% +$15.3K 0.03% 155
2018
Q3 		$362K Buy
+5,464
New +$361K 0.02% 183
2018
Q1 		– Sell
-11,773
Closed -$751K – 183
2017
Q4 		$751K Buy
+11,773
New +$786K 0.05% 100

Other funds holding EQR

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lourd Capital's EQR Position: Q1 2019 in Review

Lourd Capital sold out of Equity Residential (EQR) in Q1 2019, closing a stake of 5,692 shares — an estimated $376K sold.

Lourd Capital first reported a position in EQR in Q4 2017 and held it in 3 quarters. The position peaked at $751K in Q4 2017. 535 funds tracked by Wall St. Rank hold EQR as of Q1 2019.

  • Lourd Capital reported no remaining Equity Residential position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 5,692 Equity Residential shares in Q1 2019, an estimated $376K.
  • Lourd Capital first reported a position in Equity Residential in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Equity Residential position peaked at $751K in Q4 2017.
  • 535 funds tracked by Wall St. Rank held Equity Residential as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.