OneDigital Investment Advisors’s Equity Residential EQR Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-3,235	Closed	-$213K	–	1007
2023 Q2	$213K	Buy	+3,235	New	+$202K	﹤0.01%	937
2019 Q3	–	Sell	-57	Closed	-$4K	–	731
2019 Q2	$4K	Hold	57	–	–	﹤0.01%	1065
2019 Q1	$4K	Buy	57 +1	+2%	+$72	﹤0.01%	1007
2018 Q4	$4K	Hold	56	–	–	﹤0.01%	969
2018 Q3	$4K	Hold	56	–	–	﹤0.01%	944
2018 Q2	$4K	Buy	56 +1	+2%	+$62	﹤0.01%	1193
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	1210
2017 Q4	$3K	Buy	55 +1	+2%	+$67	﹤0.01%	1134
2017 Q3	$4K	Hold	54	–	–	﹤0.01%	914
2017 Q2	$4K	Buy	+54	New	+$3.53K	﹤0.01%	1083

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

First Eagle Investment Management New York $59B AUM 32.99% 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

OneDigital Investment Advisors's EQR Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Equity Residential (EQR) in Q3 2023, closing a stake of 3,235 shares — an estimated $213K sold.

OneDigital Investment Advisors first reported a position in EQR in Q2 2017 and held it in 10 quarters. The position peaked at $213K in Q2 2023. 592 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

OneDigital Investment Advisors reported no remaining Equity Residential position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 3,235 Equity Residential shares in Q3 2023, an estimated $213K.
OneDigital Investment Advisors first reported a position in Equity Residential in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's Equity Residential position peaked at $213K in Q2 2023.
592 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.