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Trust Company of Vermont’s Equity Residential EQR Stock Holding History

Trust Company of Vermont’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
Q1 		– Sell
-6
Closed -$367 – 860
2023
Q4 		$367 Buy
+6
New +$347 ﹤0.01% 738
2023
Q2 		– Sell
-440
Closed -$26.4K – 847
2023
Q1 		$26.4K Buy
440
+340
+340% +$20.9K ﹤0.01% 567
2022
Q4 		$5.9K Hold
100
– – ﹤0.01% 760
2022
Q3 		$7K Hold
100
– – ﹤0.01% 777
2022
Q2 		$7K Buy
+100
New +$7.93K ﹤0.01% 740
2022
Q1 		– Sell
-100
Closed -$9K – 439
2021
Q4 		$9K Buy
+100
New +$8.6K ﹤0.01% 673
2020
Q4 		– Sell
-125
Closed -$6K – 759
2020
Q3 		$6K Hold
125
– – ﹤0.01% 654
2020
Q2 		$7K Sell
125
-250
-67% -$15.5K ﹤0.01% 661
2020
Q1 		$23K Sell
375
-95
-20% -$7.34K ﹤0.01% 543
2019
Q4 		$38K Hold
470
– – ﹤0.01% 510
2019
Q3 		$41K Hold
470
– – ﹤0.01% 511
2019
Q2 		$36K Hold
470
– – ﹤0.01% 529
2019
Q1 		$35K Buy
470
+30
+7% +$2.16K ﹤0.01% 522
2018
Q4 		$29K Sell
440
-39
-8% -$2.62K ﹤0.01% 546
2018
Q3 		$32K Sell
479
-50
-9% -$3.31K ﹤0.01% 585
2018
Q2 		$34K Buy
529
+404
+323% +$25.2K ﹤0.01% 587
2018
Q1 		$8K Hold
125
– – ﹤0.01% 777
2017
Q4 		$8K Hold
125
– – ﹤0.01% 789
2017
Q3 		$8K Hold
125
– – ﹤0.01% 757
2017
Q2 		$8K Hold
125
– – ﹤0.01% 761
2017
Q1 		$8K Hold
125
– – ﹤0.01% 741
2016
Q4 		$8K Hold
125
– – ﹤0.01% 726
2016
Q3 		$8K Buy
+125
New +$8.34K ﹤0.01% 693

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Trust Company of Vermont's EQR Position: Q1 2024 in Review

Trust Company of Vermont sold out of Equity Residential (EQR) in Q1 2024, closing a stake of 6 shares — an estimated $367 sold.

Trust Company of Vermont first reported a position in EQR in Q3 2016 and held it in 23 quarters. The position peaked at $41K in Q3 2019. 623 funds tracked by Wall St. Rank hold EQR as of Q1 2024.

  • Trust Company of Vermont reported no remaining Equity Residential position as of Q1 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 6 Equity Residential shares in Q1 2024, an estimated $367.
  • Trust Company of Vermont first reported a position in Equity Residential in Q3 2016 and held it in 23 quarters.
  • Trust Company of Vermont's Equity Residential position peaked at $41K in Q3 2019.
  • 623 funds tracked by Wall St. Rank held Equity Residential as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.