Schroder Investment Management Group
EQY

Schroder Investment Management Group’s Equity One EQY Stock Holding History

Schroder Investment Management Group’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-591,014
Closed -$18.1M – 1217
2016
Q3 		$18.1M Sell
591,014
-160,806
-21% -$5.07M 0.03% 507
2016
Q2 		$24.2M Sell
751,820
-246,005
-25% -$7.2M 0.05% 416
2016
Q1 		$28.7M Buy
997,825
+220,758
+28% +$6.06M 0.06% 380
2015
Q4 		$21.1M Buy
777,067
+206,661
+36% +$5.45M 0.04% 448
2015
Q3 		$13.9M Buy
570,406
+47,152
+9% +$1.15M 0.03% 539
2015
Q2 		$12.2M Sell
523,254
-8,626
-2% -$216K 0.02% 597
2015
Q1 		$14.1M Buy
531,880
+229,493
+76% +$6.17M 0.03% 567
2014
Q4 		$7.67M Sell
302,387
-321,501
-52% -$7.68M 0.02% 703
2014
Q3 		$13.5M Buy
+623,888
New +$14.5M 0.02% 599
2013
Q4 		– Sell
-4,256
Closed -$93K – 1608
2013
Q3 		$93K Buy
+4,256
New +$95.8K ﹤0.01% 1304

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schroder Investment Management Group's EQY Position: Q4 2016 in Review

Schroder Investment Management Group sold out of Equity One (EQY) in Q4 2016, closing a stake of 591,014 shares — an estimated $18.1M sold.

Schroder Investment Management Group first reported a position in EQY in Q3 2013 and held it in 10 quarters. The position peaked at $28.7M in Q1 2016. 213 funds tracked by Wall St. Rank hold EQY as of Q4 2016.

  • Schroder Investment Management Group reported no remaining Equity One position as of Q4 2016 after selling out during the quarter.
  • Schroder Investment Management Group sold 591,014 Equity One shares in Q4 2016, an estimated $18.1M.
  • Schroder Investment Management Group first reported a position in Equity One in Q3 2013 and held it in 10 quarters.
  • Schroder Investment Management Group's Equity One position peaked at $28.7M in Q1 2016.
  • 213 funds tracked by Wall St. Rank held Equity One as of Q4 2016.

Based on Schroder Investment Management Group's 13F filing for Q4 2016, filed 10 Feb 2017.