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Wambolt & Associates’s Equity Residential EQR Stock Holding History

Wambolt & Associates’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
2021
Q1 		– Sell
-3,859
Closed -$229K – 218
2020
Q4 		$229K Sell
3,859
-2,451
-39% -$138K 0.14% 185
2020
Q3 		$324K Sell
6,310
-2,767
-30% -$153K 0.24% 142
2020
Q2 		$534K Sell
9,077
-41
-0.4% -$2.54K 0.42% 80
2020
Q1 		$563K Buy
9,118
+86
+1% +$6.65K 0.58% 60
2019
Q4 		$731K Buy
9,032
+140
+2% +$11.9K 0.56% 60
2019
Q3 		$767K Sell
8,892
-49
-0.5% -$4.01K 0.63% 51
2019
Q2 		$679K Buy
8,941
+637
+8% +$48.7K 0.58% 55
2019
Q1 		$626K Buy
8,304
+1,048
+14% +$75.5K 0.57% 55
2018
Q4 		$479K Buy
+7,256
New +$487K 0.53% 60

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's EQR Position: Q1 2021 in Review

Wambolt & Associates sold out of Equity Residential (EQR) in Q1 2021, closing a stake of 3,859 shares — an estimated $229K sold.

Wambolt & Associates first reported a position in EQR in Q4 2018 and held it in 9 quarters. The position peaked at $767K in Q3 2019. 557 funds tracked by Wall St. Rank hold EQR as of Q1 2021.

  • Wambolt & Associates reported no remaining Equity Residential position as of Q1 2021 after selling out during the quarter.
  • Wambolt & Associates sold 3,859 Equity Residential shares in Q1 2021, an estimated $229K.
  • Wambolt & Associates first reported a position in Equity Residential in Q4 2018 and held it in 9 quarters.
  • Wambolt & Associates's Equity Residential position peaked at $767K in Q3 2019.
  • 557 funds tracked by Wall St. Rank held Equity Residential as of Q1 2021.

Based on Wambolt & Associates's 13F filing for Q1 2021, filed 19 Apr 2021.