AI
EQC

Ariel Investments’s Equity Commonwealth EQC Stock Holding History

Ariel Investments’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
2024
Q1 		– Sell
-1,191,361
Closed -$22.9M – 120
2023
Q4 		$22.9M Sell
1,191,361
-4,305,166
-78% -$81.4M 0.23% 77
2023
Q3 		$101M Sell
5,496,527
-1,468,766
-21% -$28.5M 1.07% 42
2023
Q2 		$141M Buy
6,965,293
+259,555
+4% +$5.37M 1.34% 36
2023
Q1 		$139M Buy
6,705,738
+676,086
+11% +$15.7M 1.33% 34
2022
Q4 		$151M Buy
6,029,652
+904,535
+18% +$23.1M 1.53% 26
2022
Q3 		$125M Buy
5,125,117
+1,717,081
+50% +$46.2M 1.37% 36
2022
Q2 		$93.8M Buy
3,408,036
+502,695
+17% +$13.6M 0.94% 42
2022
Q1 		$82M Buy
2,905,341
+881,703
+44% +$23.6M 0.73% 44
2021
Q4 		$52.4M Buy
2,023,638
+523,577
+35% +$13.6M 0.44% 61
2021
Q3 		$39M Buy
1,500,061
+122,564
+9% +$3.22M 0.36% 70
2021
Q2 		$36.1M Sell
1,377,497
-146,256
-10% -$4.07M 0.34% 69
2021
Q1 		$42.4M Buy
1,523,753
+172,753
+13% +$4.88M 0.42% 66
2020
Q4 		$36.9M Buy
1,351,000
+479,787
+55% +$12.8M 0.42% 63
2020
Q3 		$23.2M Buy
871,213
+439,846
+102% +$13.6M 0.34% 69
2020
Q2 		$13.9M Buy
431,367
+19,265
+5% +$636K 0.21% 81
2020
Q1 		$13.1M Buy
412,102
+311,983
+312% +$9.99M 0.23% 74
2019
Q4 		$3.29M Buy
100,119
+19,076
+24% +$613K 0.04% 122
2019
Q3 		$2.78M Buy
81,043
+44,994
+125% +$1.51M 0.04% 128
2019
Q2 		$1.17M Buy
+36,049
New +$1.17M 0.01% 143

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments's EQC Position: Q1 2024 in Review

Ariel Investments sold out of Equity Commonwealth (EQC) in Q1 2024, closing a stake of 1,191,361 shares — an estimated $22.9M sold.

Ariel Investments first reported a position in EQC in Q2 2019 and held it in 19 quarters. The position peaked at $151M in Q4 2022. 264 funds tracked by Wall St. Rank hold EQC as of Q1 2024.

  • Ariel Investments reported no remaining Equity Commonwealth position as of Q1 2024 after selling out during the quarter.
  • Ariel Investments sold 1,191,361 Equity Commonwealth shares in Q1 2024, an estimated $22.9M.
  • Ariel Investments first reported a position in Equity Commonwealth in Q2 2019 and held it in 19 quarters.
  • Ariel Investments's Equity Commonwealth position peaked at $151M in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2024.

Based on Ariel Investments's 13F filing for Q1 2024, filed 14 May 2024.