MIFH
EQR icon

Migdal Insurance & Financial Holdings’s Equity Residential EQR Stock Holding History

Migdal Insurance & Financial Holdings’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
2023
Q1 		– Sell
-330
Closed -$20K – 527
2022
Q4 		$20K Buy
+330
New +$20.7K ﹤0.01% 397
2022
Q3 		– Sell
-7,381
Closed -$533K – 542
2022
Q2 		$533K Sell
7,381
-1,737
-19% -$138K 0.01% 175
2022
Q1 		$834K Sell
9,118
-2,346
-20% -$207K 0.01% 190
2021
Q4 		$1.04M Buy
11,464
+10,506
+1,097% +$904K 0.01% 195
2021
Q3 		$78K Buy
+958
New +$79.1K ﹤0.01% 388
2020
Q3 		– Sell
-900
Closed -$53K – 701
2020
Q2 		$53K Buy
+900
New +$55.8K ﹤0.01% 523
2020
Q1 		– Sell
-1,692
Closed -$137K – 700
2019
Q4 		$137K Buy
1,692
+104
+7% +$8.85K ﹤0.01% 457
2019
Q3 		$137K Buy
+1,588
New +$130K ﹤0.01% 516
2017
Q4 		– Sell
-1,548
Closed -$102K – 567
2017
Q3 		$102K Sell
1,548
-2,316
-60% -$155K ﹤0.01% 365
2017
Q2 		$256K Sell
3,864
-2,271
-37% -$148K 0.01% 266
2017
Q1 		$382K Sell
6,135
-1,272
-17% -$79.5K 0.01% 260
2016
Q4 		$470K Buy
+7,407
New +$455K 0.01% 207

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EQR Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Equity Residential (EQR) in Q1 2023, closing a stake of 330 shares — an estimated $20K sold.

Migdal Insurance & Financial Holdings first reported a position in EQR in Q4 2016 and held it in 12 quarters. The position peaked at $1.04M in Q4 2021. 580 funds tracked by Wall St. Rank hold EQR as of Q1 2023.

  • Migdal Insurance & Financial Holdings reported no remaining Equity Residential position as of Q1 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 330 Equity Residential shares in Q1 2023, an estimated $20K.
  • Migdal Insurance & Financial Holdings first reported a position in Equity Residential in Q4 2016 and held it in 12 quarters.
  • Migdal Insurance & Financial Holdings's Equity Residential position peaked at $1.04M in Q4 2021.
  • 580 funds tracked by Wall St. Rank held Equity Residential as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.