RCYC
EQR icon

Richard C. Young & Co’s Equity Residential EQR Stock Holding History

Richard C. Young & 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 		– Sell
-48,760
Closed -$3.52M – 76
2022
Q2 		$3.52M Sell
48,760
-509
-1% -$40.4K 0.46% 62
2022
Q1 		$4.43M Sell
49,269
-35,601
-42% -$3.14M 0.57% 60
2021
Q4 		$7.68M Buy
84,870
+1,645
+2% +$142K 0.97% 44
2021
Q3 		$6.74M Buy
83,225
+687
+0.8% +$56.7K 0.92% 47
2021
Q2 		$6.36M Buy
82,538
+4,854
+6% +$367K 0.81% 55
2021
Q1 		$5.57M Buy
77,684
+6,105
+9% +$404K 0.74% 57
2020
Q4 		$4.24M Buy
71,579
+4,907
+7% +$277K 0.65% 58
2020
Q3 		$3.42M Buy
66,672
+3,414
+5% +$189K 0.55% 57
2020
Q2 		$3.72M Buy
+63,258
New +$3.92M 0.62% 57

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

Richard C. Young & Co's EQR Position: Q3 2022 in Review

Richard C. Young & Co sold out of Equity Residential (EQR) in Q3 2022, closing a stake of 48,760 shares — an estimated $3.52M sold.

Richard C. Young & Co first reported a position in EQR in Q2 2020 and held it in 9 quarters. The position peaked at $7.68M in Q4 2021. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

  • Richard C. Young & Co reported no remaining Equity Residential position as of Q3 2022 after selling out during the quarter.
  • Richard C. Young & Co sold 48,760 Equity Residential shares in Q3 2022, an estimated $3.52M.
  • Richard C. Young & Co first reported a position in Equity Residential in Q2 2020 and held it in 9 quarters.
  • Richard C. Young & Co's Equity Residential position peaked at $7.68M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Richard C. Young & Co's 13F filing for Q3 2022, filed 10 Nov 2022.