Oakworth Capital’s Equity Residential EQR Stock Holding History

Oakworth Capital’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 Q2	–	Sell	-372	Closed	-$22.3K	–	637
2023 Q1	$22.3K	Buy	+372	New	+$22.8K	﹤0.01%	371
2020 Q3	–	Sell	-70	Closed	-$4K	–	577
2020 Q2	$4K	Buy	+70	New	+$4.34K	﹤0.01%	482

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Oakworth Capital's EQR Position: Q2 2023 in Review

Oakworth Capital sold out of Equity Residential (EQR) in Q2 2023, closing a stake of 372 shares — an estimated $22.3K sold.

Oakworth Capital first reported a position in EQR in Q2 2020 and held it in 2 quarters. The position peaked at $22.3K in Q1 2023. 610 funds tracked by Wall St. Rank hold EQR as of Q2 2023.

Oakworth Capital reported no remaining Equity Residential position as of Q2 2023 after selling out during the quarter.
Oakworth Capital sold 372 Equity Residential shares in Q2 2023, an estimated $22.3K.
Oakworth Capital first reported a position in Equity Residential in Q2 2020 and held it in 2 quarters.
Oakworth Capital's Equity Residential position peaked at $22.3K in Q1 2023.
610 funds tracked by Wall St. Rank held Equity Residential as of Q2 2023.

Based on Oakworth Capital's 13F filing for Q2 2023, filed 28 Jul 2023.