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Swaine & Leidel Wealth Services’s Equinix EQIX Stock Holding History

Swaine & Leidel Wealth Services’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
2021
Q3 		$4.42M Buy
+5,592
New +$4.65M 3.9% 5
2019
Q4 		– Sell
-20,917
Closed -$2.71M – 68
2019
Q3 		$2.71M Buy
20,917
+4,084
+24% +$2.19M 2.45% 14
2019
Q2 		$2.35M Buy
16,833
+1,861
+12% +$893K 2.51% 11
2019
Q1 		$2.09M Buy
+14,972
New +$6.1M 2.65% 10

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Swaine & Leidel Wealth Services's EQIX Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in Equinix (EQIX) in Q3 2021: 5,592 shares worth $4.42M. The stake represents 3.9% of the portfolio and ranks #5 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in EQIX as recently as Q3 2019.

Swaine & Leidel Wealth Services first reported a position in EQIX in Q1 2019 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold EQIX as of Q3 2021.

  • Swaine & Leidel Wealth Services held 5,592 shares of Equinix worth $4.42M as of Q3 2021.
  • Equinix was a new Swaine & Leidel Wealth Services position in Q3 2021.
  • Equinix made up 3.9% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #5 holding.
  • Swaine & Leidel Wealth Services first reported a position in Equinix in Q1 2019 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held Equinix as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.