Old North State Trust’s Equity Residential EQR Stock Holding History

Old North State Trust’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
2021 Q1	–	Sell	-20	Closed	-$1K	–	381
2020 Q4	$1K	Buy	+20	New	+$1.13K	﹤0.01%	440

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old North State Trust's EQR Position: Q1 2021 in Review

Old North State Trust sold out of Equity Residential (EQR) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Old North State Trust first reported a position in EQR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 557 funds tracked by Wall St. Rank hold EQR as of Q1 2021.

Old North State Trust reported no remaining Equity Residential position as of Q1 2021 after selling out during the quarter.
Old North State Trust sold 20 Equity Residential shares in Q1 2021, an estimated $1K.
Old North State Trust first reported a position in Equity Residential in Q4 2020 and held it in 1 quarter.
Old North State Trust's Equity Residential position peaked at $1K in Q4 2020.
557 funds tracked by Wall St. Rank held Equity Residential as of Q1 2021.

Based on Old North State Trust's 13F filing for Q1 2021, filed 12 May 2021.