Moody National Bank Trust Division’s Equity Residential EQR Stock Holding History

Moody National Bank Trust Division’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
2024 Q3	–	Sell	-5,000	Closed	-$347K	–	469
2024 Q2	$347K	Hold	5,000	–	–	0.03%	362
2024 Q1	$316K	Hold	5,000	–	–	0.02%	385
2023 Q4	$306K	Sell	5,000 -3,482	-41%	-$201K	0.02%	402
2023 Q3	$498K	Buy	8,482 +82	+1%	+$5.3K	0.03%	382
2023 Q2	$554K	Hold	8,400	–	–	0.04%	346
2023 Q1	$504K	Buy	8,400 +206	+3%	+$12.6K	0.04%	365
2022 Q4	$483K	Hold	8,194	–	–	0.04%	354
2022 Q3	$551K	Hold	8,194	–	–	0.06%	302
2022 Q2	$592K	Sell	8,194 -19,886	-71%	-$1.58M	0.06%	257
2022 Q1	$2.52M	Sell	28,080 -1,160	-4%	-$102K	0.08%	88
2021 Q4	$2.65M	Sell	29,240 -6,000	-17%	-$516K	0.08%	95
2021 Q3	$2.85M	Sell	35,240 -40	-0.1%	-$3.3K	0.04%	210
2021 Q2	$2.72M	Sell	35,280 -70	-0.2%	-$5.29K	0.06%	216
2021 Q1	$2.53M	Hold	35,350	–	–	0.06%	213
2020 Q4	$2.1M	Hold	35,350	–	–	0.05%	210
2020 Q3	$1.81M	Sell	35,350 -64	-0.2%	-$3.54K	0.06%	206
2020 Q2	$2.08M	Sell	35,414 -287	-0.8%	-$17.8K	0.07%	195
2020 Q1	$2.2M	Hold	35,701	–	–	0.08%	174
2019 Q4	$2.89M	Hold	35,701	–	–	0.08%	172
2019 Q3	$3.08M	Hold	35,701	–	–	0.09%	160
2019 Q2	$2.71M	Hold	35,701	–	–	0.08%	175
2019 Q1	$2.69M	Sell	35,701 -336	-0.9%	-$24.2K	0.07%	177
2018 Q4	$2.38M	Sell	36,037 -713	-2%	-$47.9K	0.07%	173
2018 Q3	$2.44M	Buy	36,750 +28,150	+327%	+$1.86M	0.06%	180
2018 Q2	$547K	Hold	8,600	–	–	0.03%	142
2018 Q1	$530K	Hold	8,600	–	–	0.03%	142
2017 Q4	$549K	Hold	8,600	–	–	0.03%	141
2017 Q3	$567K	Sell	8,600 -800	-9%	-$53.6K	0.03%	129
2017 Q2	$619K	Hold	9,400	–	–	0.03%	139
2017 Q1	$585K	Hold	9,400	–	–	0.03%	138
2016 Q4	$605K	Hold	9,400	–	–	0.03%	125
2016 Q3	$605K	Hold	9,400	–	–	0.03%	127
2016 Q2	$647K	Hold	9,400	–	–	0.04%	116
2016 Q1	$705K	Hold	9,400	–	–	0.05%	105
2015 Q4	$767K	Hold	9,400	–	–	0.06%	87
2015 Q3	$707K	Hold	9,400	–	–	0.05%	95
2015 Q2	$660K	Hold	9,400	–	–	0.05%	110
2015 Q1	$732K	Hold	9,400	–	–	0.06%	101
2014 Q4	$675K	Hold	9,400	–	–	0.05%	125
2014 Q3	$579K	Hold	9,400	–	–	0.04%	130
2014 Q2	$592K	Hold	9,400	–	–	0.04%	136
2014 Q1	$545K	Hold	9,400	–	–	0.04%	143
2013 Q4	$487K	Hold	9,400	–	–	0.03%	159
2013 Q3	$504K	Hold	9,400	–	–	0.04%	138
2013 Q2	$545K	Buy	+9,400	New	+$540K	0.04%	122

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

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moody National Bank Trust Division's EQR Position: Q3 2024 in Review

Moody National Bank Trust Division sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 5,000 shares — an estimated $347K sold.

Moody National Bank Trust Division first reported a position in EQR in Q2 2013 and held it in 45 quarters. The position peaked at $3.08M in Q3 2019. 678 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

Moody National Bank Trust Division reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 5,000 Equity Residential shares in Q3 2024, an estimated $347K.
Moody National Bank Trust Division first reported a position in Equity Residential in Q2 2013 and held it in 45 quarters.
Moody National Bank Trust Division's Equity Residential position peaked at $3.08M in Q3 2019.
678 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Moody National Bank Trust Division's 13F filing for Q3 2024, filed 3 Oct 2024.