Syntax Advisors’s Equinix EQIX Stock Holding History

Syntax 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
2023 Q3	$308K	Sell	424 -18	-4%	-$13.9K	0.27%	80
2023 Q2	$347K	Sell	442 -70	-14%	-$51.2K	0.28%	63
2023 Q1	$369K	Buy	512 +3	+0.6%	+$2.11K	0.28%	65
2022 Q4	$333K	Sell	509 -48	-9%	-$29.6K	0.28%	77
2022 Q3	$317K	Buy	557 +36	+7%	+$23.5K	0.27%	67
2022 Q2	$342K	Buy	521 +50	+11%	+$34.6K	0.29%	49
2022 Q1	$349K	Buy	471 +7	+2%	+$5.04K	0.29%	62
2021 Q4	$392K	Buy	+464	New	+$372K	0.29%	60

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Syntax Advisors's EQIX Position: Q3 2023 in Review

Syntax Advisors reduced its Equinix (EQIX) stake by 4.1% in Q3 2023, selling an estimated $13.9K and leaving 424 shares worth $308K. The position accounts for 0.27% of the portfolio, ranked #80.

Syntax Advisors first reported a position in EQIX in Q4 2021 and has held it in 8 quarters since. The position peaked at $392K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold EQIX as of Q3 2023.

Syntax Advisors held 424 shares of Equinix worth $308K as of Q3 2023.
Syntax Advisors sold 18 Equinix shares in Q3 2023, an estimated $13.9K.
Equinix made up 0.27% of Syntax Advisors's portfolio in Q3 2023, its #80 holding.
Syntax Advisors first reported a position in Equinix in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Equinix position peaked at $392K in Q4 2021.
1,007 funds tracked by Wall St. Rank held Equinix as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.