TrueWealth LLC’s Equity Residential EQR Stock Holding History

TrueWealth LLC’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
2020 Q2	$12K	Hold	212	–	–	0.01%	443
2020 Q1	$13K	Hold	212	–	–	0.01%	416
2019 Q4	$17K	Hold	212	–	–	0.01%	399
2019 Q3	$18K	Hold	212	–	–	0.01%	384
2019 Q2	$16K	Hold	212	–	–	0.01%	399
2019 Q1	$16K	Hold	212	–	–	0.01%	391
2018 Q4	$14K	Hold	212	–	–	0.01%	398
2018 Q3	$14K	Buy	212 +200	+1,667%	+$13.2K	0.01%	428
2018 Q2	$1K	Sell	12 -24	-67%	-$1.5K	﹤0.01%	774
2018 Q1	$2K	Sell	36 -39	-52%	-$2.31K	﹤0.01%	692
2017 Q4	$5K	Buy	+75	New	+$5.01K	﹤0.01%	654

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

AAMU

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

TrueWealth LLC's EQR Position: Q2 2020 in Review

TrueWealth LLC held its Equity Residential (EQR) position steady in Q2 2020 at 212 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #443.

TrueWealth LLC first reported a position in EQR in Q4 2017 and has held it in 11 quarters since. The position peaked at $18K in Q3 2019. 574 funds tracked by Wall St. Rank hold EQR as of Q2 2020.

TrueWealth LLC held 212 shares of Equity Residential worth $12K as of Q2 2020.
TrueWealth LLC left its Equity Residential share count unchanged in Q2 2020.
Equity Residential made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #443 holding.
TrueWealth LLC first reported a position in Equity Residential in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Equity Residential position peaked at $18K in Q3 2019.
574 funds tracked by Wall St. Rank held Equity Residential as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.