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Steel Grove Capital Advisors’s Equinix EQIX Stock Holding History

Steel Grove Capital 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
2024
Q2 		– Sell
-414
Closed -$342K – 186
2024
Q1 		$342K Buy
414
+134
+48% +$113K 0.05% 155
2023
Q4 		$226K Buy
+280
New +$215K 0.03% 173
2022
Q1 		– Sell
-298
Closed -$252K – 156
2021
Q4 		$252K Buy
298
+6
+2% +$4.81K 0.05% 128
2021
Q3 		$231K Buy
+292
New +$243K 0.05% 130

Other funds holding EQIX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steel Grove Capital Advisors's EQIX Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of Equinix (EQIX) in Q2 2024, closing a stake of 414 shares — an estimated $342K sold.

Steel Grove Capital Advisors first reported a position in EQIX in Q3 2021 and held it in 4 quarters. The position peaked at $342K in Q1 2024. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 414 Equinix shares in Q2 2024, an estimated $342K.
  • Steel Grove Capital Advisors first reported a position in Equinix in Q3 2021 and held it in 4 quarters.
  • Steel Grove Capital Advisors's Equinix position peaked at $342K in Q1 2024.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.