Parsec Financial Management’s Equity Residential EQR Stock Holding History

Parsec Financial 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
2022 Q3	–	Sell	-2,878	Closed	-$208K	–	277
2022 Q2	$208K	Sell	2,878 -77	-3%	-$6.11K	0.01%	274
2022 Q1	$266K	Hold	2,955	–	–	0.01%	265
2021 Q4	$267K	Hold	2,955	–	–	0.01%	260
2021 Q3	$253K	Hold	2,955	–	–	0.01%	258
2021 Q2	$228K	Hold	2,955	–	–	0.01%	251
2021 Q1	$212K	Buy	+2,955	New	+$196K	0.01%	253
2020 Q1	–	Sell	-3,261	Closed	-$264K	–	242
2019 Q4	$264K	Buy	3,261 +212	+7%	+$18K	0.02%	218
2019 Q3	$263K	Hold	3,049	–	–	0.02%	211
2019 Q2	$231K	Hold	3,049	–	–	0.01%	218
2019 Q1	$230K	Buy	+3,049	New	+$220K	0.01%	213

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

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

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

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

Macquarie Group

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