Number of Shares
56,609.00
Current Holdings Value*
$4.05 Mil
% of Portfolio
2.05%
Total Estimate Gain
$-146,515.86
% of Total Estimate Gain
-1.96%

Eventide Balanced Fund's Equity Residential Holding Summary

As of 2025-03-31, Eventide Balanced Fund held 56,609.00 shares of Equity Residential(EQR), totaling $4.05 Mil. This investment constitutes 2.05% of their stock portfolio, and Eventide Balanced Fund now holds 0.01% of the outstanding Equity Residential(EQR) stock.

The initial trade took place in 2024Q3. And since then Eventide Balanced Fund has made 2 purchases of EQR, at an average price of $71.35, for a total of 104,556.00 shares. In addition, there have been 1 sales at an average price of $73.45 for 47,947.00 shares. Based on historical transaction data and EQR's current price of $66.99, Eventide Balanced Fund's estimated gain on his EQR holdings is $-146,515.86, reflecting a -1.96% gain to date.

Eventide Balanced Fund EQR ($66.99) Holding Chart

Eventide Balanced Fund EQR ($66.99) 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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