Winfield Associates’s Equity Residential EQR Stock Holding History

Winfield 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
2022 Q1	$220K	Hold	2,447	–	–	0.08%	145
2021 Q4	$221K	Buy	+2,447	New	+$211K	0.07%	148
2020 Q4	–	Sell	-4,300	Closed	-$221K	–	137
2020 Q3	$221K	Sell	4,300 -300	-7%	-$16.6K	0.11%	113
2020 Q2	$271K	Hold	4,600	–	–	0.14%	98
2020 Q1	$284K	Buy	4,600 +2,070	+82%	+$160K	0.18%	82
2019 Q4	$205K	Buy	+2,530	New	+$215K	0.1%	129

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

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

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

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

Winfield Associates's EQR Position: Q1 2022 in Review

Winfield Associates held its Equity Residential (EQR) position steady in Q1 2022 at 2,447 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #145.

Winfield Associates first reported a position in EQR in Q4 2019 and has held it in 6 quarters since. The position peaked at $284K in Q1 2020. 659 funds tracked by Wall St. Rank hold EQR as of Q1 2022.

Winfield Associates held 2,447 shares of Equity Residential worth $220K as of Q1 2022.
Winfield Associates left its Equity Residential share count unchanged in Q1 2022.
Equity Residential made up 0.08% of Winfield Associates's portfolio in Q1 2022, its #145 holding.
Winfield Associates first reported a position in Equity Residential in Q4 2019 and has held it in 6 quarters since.
Winfield Associates's Equity Residential position peaked at $284K in Q1 2020.
659 funds tracked by Wall St. Rank held Equity Residential as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.