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R.H. Bluestein & Co’s Equity Residential EQR Stock Holding History

R.H. Bluestein & Co’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 		$336K Sell
5,000
-1,000
-17% -$73.9K 0.02% 214
2022
Q2 		$433K Buy
6,000
+2,500
+71% +$198K 0.03% 181
2022
Q1 		$315K Buy
3,500
+1,000
+40% +$88.3K 0.01% 279
2021
Q4 		$226K Buy
+2,500
New +$215K 0.01% 375

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
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

R.H. Bluestein & Co's EQR Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its Equity Residential (EQR) stake by 17% in Q3 2022, selling an estimated $73.9K and leaving 5,000 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #214.

R.H. Bluestein & Co first reported a position in EQR in Q4 2021 and has held it in 4 quarters since. The position peaked at $433K in Q2 2022. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

  • R.H. Bluestein & Co held 5,000 shares of Equity Residential worth $336K as of Q3 2022.
  • R.H. Bluestein & Co sold 1,000 Equity Residential shares in Q3 2022, an estimated $73.9K.
  • Equity Residential made up 0.02% of R.H. Bluestein & Co's portfolio in Q3 2022, its #214 holding.
  • R.H. Bluestein & Co first reported a position in Equity Residential in Q4 2021 and has held it in 4 quarters since.
  • R.H. Bluestein & Co's Equity Residential position peaked at $433K in Q2 2022.
  • 618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.