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Mount Lucas Management’s Equity Residential EQR Stock Holding History

Mount Lucas 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
2020
Q4 		– Sell
-21,775
Closed -$1.12M – 121
2020
Q3 		$1.12M Sell
21,775
-1,375
-6% -$76.1K 0.23% 66
2020
Q2 		$1.36M Sell
23,150
-784
-3% -$48.6K 0.27% 49
2020
Q1 		$1.48M Buy
23,934
+6,287
+36% +$486K 0.3% 36
2019
Q4 		$1.43M Sell
17,647
-5,496
-24% -$468K 0.28% 76
2019
Q3 		$2M Buy
+23,143
New +$1.89M 0.36% 69

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Mount Lucas Management's EQR Position: Q4 2020 in Review

Mount Lucas Management sold out of Equity Residential (EQR) in Q4 2020, closing a stake of 21,775 shares — an estimated $1.12M sold.

Mount Lucas Management first reported a position in EQR in Q3 2019 and held it in 5 quarters. The position peaked at $2M in Q3 2019. 549 funds tracked by Wall St. Rank hold EQR as of Q4 2020.

  • Mount Lucas Management reported no remaining Equity Residential position as of Q4 2020 after selling out during the quarter.
  • Mount Lucas Management sold 21,775 Equity Residential shares in Q4 2020, an estimated $1.12M.
  • Mount Lucas Management first reported a position in Equity Residential in Q3 2019 and held it in 5 quarters.
  • Mount Lucas Management's Equity Residential position peaked at $2M in Q3 2019.
  • 549 funds tracked by Wall St. Rank held Equity Residential as of Q4 2020.

Based on Mount Lucas Management's 13F filing for Q4 2020, filed 16 Feb 2021.