TrustCore Financial Services’s Equity Residential EQR Stock Holding History

TrustCore Financial Services’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
2022 Q4	$36.3K	Buy	615 +85	+16%	+$5.32K	﹤0.01%	509
2022 Q3	$36K	Hold	530	–	–	﹤0.01%	502
2022 Q2	$38K	Hold	530	–	–	﹤0.01%	510
2022 Q1	$48K	Hold	530	–	–	﹤0.01%	484
2021 Q4	$48K	Hold	530	–	–	0.01%	445
2021 Q3	$43K	Hold	530	–	–	﹤0.01%	506
2021 Q2	$41K	Hold	530	–	–	﹤0.01%	502
2021 Q1	$38K	Hold	530	–	–	﹤0.01%	487
2020 Q4	$31K	Hold	530	–	–	﹤0.01%	487
2020 Q3	$27K	Hold	530	–	–	﹤0.01%	465
2020 Q2	$31K	Hold	530	–	–	0.01%	457
2020 Q1	$33K	Hold	530	–	–	0.01%	413
2019 Q4	$43K	Hold	530	–	–	0.01%	395
2019 Q3	$46K	Hold	530	–	–	0.01%	379
2019 Q2	$40K	Buy	+530	New	+$40.5K	0.01%	400
2019 Q1	–	Sell	-262	Closed	-$17K	–	836
2018 Q4	$17K	Hold	262	–	–	0.01%	239
2018 Q3	$17K	Hold	262	–	–	0.01%	483
2018 Q2	$17K	Hold	262	–	–	0.01%	470
2018 Q1	$16K	Hold	262	–	–	0.01%	434
2017 Q4	$17K	Buy	+262	New	+$17.5K	0.01%	417

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

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

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

TrustCore Financial Services's EQR Position: Q4 2022 in Review

TrustCore Financial Services increased its Equity Residential (EQR) stake by 16% in Q4 2022, buying an estimated $5.32K and bringing the position to 615 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

TrustCore Financial Services first reported a position in EQR in Q4 2017 and has held it in 20 quarters since. The position peaked at $48K in Q1 2022. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

TrustCore Financial Services held 615 shares of Equity Residential worth $36.3K as of Q4 2022.
TrustCore Financial Services bought 85 Equity Residential shares in Q4 2022, an estimated $5.32K.
Equity Residential made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #509 holding.
TrustCore Financial Services first reported a position in Equity Residential in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's Equity Residential position peaked at $48K in Q1 2022.
597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.