Schechter Investment Advisors’s Equinix EQIX Stock Holding History

Schechter Investment Advisors’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$548K	Sell	672 -169	-20%	-$152K	0.05%	343
2024 Q4	$793K	Sell	841 -4	-0.5%	-$3.68K	0.06%	283
2024 Q3	$750K	Buy	845 +27	+3%	+$22.1K	0.06%	310
2024 Q2	$619K	Sell	818 -45	-5%	-$34.2K	0.05%	327
2024 Q1	$713K	Buy	863 +62	+8%	+$52.2K	0.05%	312
2023 Q4	$645K	Sell	801 -22	-3%	-$16.9K	0.06%	308
2023 Q3	$598K	Buy	823 +42	+5%	+$32.5K	0.06%	306
2023 Q2	$613K	Buy	781 +79	+11%	+$57.8K	0.06%	340
2023 Q1	$506K	Buy	702 +40	+6%	+$28.2K	0.05%	406
2022 Q4	$434K	Buy	+662	New	+$409K	0.04%	537
2022 Q3	–	Sell	-502	Closed	-$330K	–	962
2022 Q2	$330K	Sell	502 -198	-28%	-$137K	0.03%	669
2022 Q1	$519K	Sell	700 -347	-33%	-$250K	0.05%	518
2021 Q4	$886K	Buy	+1,047	New	+$839K	0.08%	348

Other funds holding EQIX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Schechter Investment Advisors's EQIX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Equinix (EQIX) stake by 20% in Q1 2025, selling an estimated $152K and leaving 672 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #343.

Schechter Investment Advisors first reported a position in EQIX in Q4 2021 and has held it in 13 quarters since. The position peaked at $886K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold EQIX as of Q1 2025.

Schechter Investment Advisors held 672 shares of Equinix worth $548K as of Q1 2025.
Schechter Investment Advisors sold 169 Equinix shares in Q1 2025, an estimated $152K.
Equinix made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #343 holding.
Schechter Investment Advisors first reported a position in Equinix in Q4 2021 and has held it in 13 quarters since.
Schechter Investment Advisors's Equinix position peaked at $886K in Q4 2021.
1,202 funds tracked by Wall St. Rank held Equinix as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.