Systematic Portfolios’s Equity Residential EQR Stock Holding History

Systematic Portfolios’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,500	Closed	-$284K	–	90
2024 Q1	$284K	Buy	+4,500	New	+$274K	0.93%	36

Other funds holding EQR

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAMU

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Systematic Portfolios's EQR Position: Q2 2024 in Review

Systematic Portfolios sold out of Equity Residential (EQR) in Q2 2024, closing a stake of 4,500 shares — an estimated $284K sold.

Systematic Portfolios first reported a position in EQR in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 653 funds tracked by Wall St. Rank hold EQR as of Q2 2024.

Systematic Portfolios reported no remaining Equity Residential position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 4,500 Equity Residential shares in Q2 2024, an estimated $284K.
Systematic Portfolios first reported a position in Equity Residential in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Equity Residential position peaked at $284K in Q1 2024.
653 funds tracked by Wall St. Rank held Equity Residential as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.