Nvest Financial’s Equity Residential EQR Stock Holding History

Nvest Financial’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
2022 Q3	–	Sell	-24,111	Closed	-$1.74M	–	50
2022 Q2	$1.74M	Sell	24,111 -144	-0.6%	-$11.4K	1.83%	16
2022 Q1	$2.18M	Buy	+24,255	New	+$2.14M	1.79%	17

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nvest Financial's EQR Position: Q3 2022 in Review

Nvest Financial sold out of Equity Residential (EQR) in Q3 2022, closing a stake of 24,111 shares — an estimated $1.74M sold.

Nvest Financial first reported a position in EQR in Q1 2022 and held it in 2 quarters. The position peaked at $2.18M in Q1 2022. 617 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

Nvest Financial reported no remaining Equity Residential position as of Q3 2022 after selling out during the quarter.
Nvest Financial sold 24,111 Equity Residential shares in Q3 2022, an estimated $1.74M.
Nvest Financial first reported a position in Equity Residential in Q1 2022 and held it in 2 quarters.
Nvest Financial's Equity Residential position peaked at $2.18M in Q1 2022.
617 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Nvest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.