Loveless Wealth Management’s Equity Residential EQR Stock Holding History

Loveless Wealth Management’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	-2,750	Closed	-$212K	–	130
2021 Q2	$212K	Sell	2,750 -900	-25%	-$68K	0.13%	124
2021 Q1	$261K	Hold	3,650	–	–	0.17%	110
2020 Q4	$216K	Sell	3,650 -350	-9%	-$19.8K	0.16%	115
2020 Q3	$205K	Sell	4,000 -300	-7%	-$16.6K	0.17%	111
2020 Q2	$253K	Hold	4,300	–	–	0.24%	96
2020 Q1	$265K	Sell	4,300 -150	-3%	-$11.6K	0.31%	81
2019 Q4	$360K	Buy	+4,450	New	+$379K	0.31%	84

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

Loveless Wealth Management's EQR Position: Q3 2021 in Review

Loveless Wealth Management sold out of Equity Residential (EQR) in Q3 2021, closing a stake of 2,750 shares — an estimated $212K sold.

Loveless Wealth Management first reported a position in EQR in Q4 2019 and held it in 7 quarters. The position peaked at $360K in Q4 2019. 595 funds tracked by Wall St. Rank hold EQR as of Q3 2021.

Loveless Wealth Management reported no remaining Equity Residential position as of Q3 2021 after selling out during the quarter.
Loveless Wealth Management sold 2,750 Equity Residential shares in Q3 2021, an estimated $212K.
Loveless Wealth Management first reported a position in Equity Residential in Q4 2019 and held it in 7 quarters.
Loveless Wealth Management's Equity Residential position peaked at $360K in Q4 2019.
595 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.

Based on Loveless Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.