Delaware Ivy Value Fund EQR Holdings History
Delaware Ivy Value Fund's Equity Residential Holding Summary
As of 2024-06-30, Delaware Ivy Value Fund held 183,596.00 shares of Equity Residential(EQR), totaling $12.73 Mil. This investment constitutes 3.2% of their stock portfolio, and Delaware Ivy Value Fund now holds 0.05% of the outstanding Equity Residential(EQR) stock.
The initial trade took place in 2023Q1. And since then Delaware Ivy Value Fund has made 1 purchases of EQR, at an average price of $61.39, for a total of 311,596.00 shares. In addition, there have been 4 sales at an average price of $63.11 for 128,000.00 shares. Based on historical transaction data and EQR's current price of $68.32, Delaware Ivy Value Fund's estimated gain on his EQR holdings is $1.49 Mil, reflecting a 7.81% gain to date.
Delaware Ivy Value Fund EQR ($68.32) Holding Chart
Delaware Ivy Value Fund EQR ($68.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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