AG
EQC

Aperio Group’s Equity Commonwealth EQC Stock Holding History

Aperio Group’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$18.8M Buy
688,190
+46,562
+7% +$1.24M 0.06% 329
2020
Q3 		$17.1M Sell
641,628
-313,386
-33% -$9.69M 0.06% 316
2020
Q2 		$30.8M Sell
955,014
-155,270
-14% -$5.13M 0.11% 177
2020
Q1 		$35.2M Buy
1,110,284
+725,054
+188% +$23.2M 0.16% 133
2019
Q4 		$12.6M Sell
385,230
-143,111
-27% -$4.6M 0.05% 430
2019
Q3 		$18.1M Buy
528,341
+208,504
+65% +$7.01M 0.07% 308
2019
Q2 		$10.4M Buy
319,837
+157,471
+97% +$5.11M 0.04% 466
2019
Q1 		$5.31M Buy
162,366
+11,062
+7% +$355K 0.02% 679
2018
Q4 		$4.54M Buy
151,304
+16,989
+13% +$518K 0.02% 681
2018
Q3 		$4.31M Buy
134,315
+17,094
+15% +$544K 0.02% 731
2018
Q2 		$3.69M Buy
117,221
+49,022
+72% +$1.52M 0.02% 774
2018
Q1 		$2.09M Buy
68,199
+13,704
+25% +$407K 0.01% 990
2017
Q4 		$1.66M Sell
54,495
-4,213
-7% -$128K 0.01% 1060
2017
Q3 		$1.78M Buy
58,708
+4,318
+8% +$134K 0.01% 981
2017
Q2 		$1.72M Buy
54,390
+8,992
+20% +$284K 0.01% 966
2017
Q1 		$1.42M Buy
45,398
+13,766
+44% +$427K 0.01% 1004
2016
Q4 		$957K Sell
31,632
-366
-1% -$10.8K 0.01% 1151
2016
Q3 		$967K Buy
31,998
+1,748
+6% +$52.8K 0.01% 1117
2016
Q2 		$881K Sell
30,250
-1,158
-4% -$32.9K 0.01% 1134
2016
Q1 		$886K Buy
31,408
+5,626
+22% +$152K 0.01% 1097
2015
Q4 		$715K Buy
25,782
+2,842
+12% +$79.6K 0.01% 1158
2015
Q3 		$625K Buy
22,940
+4,767
+26% +$126K 0.01% 1186
2015
Q2 		$467K Buy
18,173
+6,246
+52% +$163K ﹤0.01% 1361
2015
Q1 		$317K Buy
11,927
+412
+4% +$10.8K ﹤0.01% 1537
2014
Q4 		$296K Sell
11,515
-590
-5% -$15.1K ﹤0.01% 1522
2014
Q3 		$311K Sell
12,105
-103
-0.8% -$2.74K ﹤0.01% 1371
2014
Q2 		$321K Buy
12,208
+414
+4% +$10.9K ﹤0.01% 1359
2014
Q1 		$310K Buy
+11,794
New +$301K ﹤0.01% 1596
2013
Q4 		– Sell
-12,194
Closed -$289K – 1587
2013
Q3 		$267K Buy
12,194
+881
+8% +$21K 0.01% 1487
2013
Q2 		$262K Buy
+11,313
New +$244K 0.01% 1355

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Aperio Group's EQC Position: Q4 2020 in Review

Aperio Group increased its Equity Commonwealth (EQC) stake by 7.3% in Q4 2020, buying an estimated $1.24M and bringing the position to 688,190 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #329.

Aperio Group first reported a position in EQC in Q2 2013 and has held it in 30 quarters since. The position peaked at $35.2M in Q1 2020. 264 funds tracked by Wall St. Rank hold EQC as of Q4 2020.

  • Aperio Group held 688,190 shares of Equity Commonwealth worth $18.8M as of Q4 2020.
  • Aperio Group bought 46,562 Equity Commonwealth shares in Q4 2020, an estimated $1.24M.
  • Equity Commonwealth made up 0.06% of Aperio Group's portfolio in Q4 2020, its #329 holding.
  • Aperio Group first reported a position in Equity Commonwealth in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Equity Commonwealth position peaked at $35.2M in Q1 2020.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.