Avalon Investment & Advisory’s Equity Commonwealth EQC Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$514K	Buy	24,839 +120	+0.5%	+$2.78K	0.01%	245
2022 Q4	$617K	Buy	24,719 +11,480	+87%	+$293K	0.02%	238
2022 Q3	$323K	Hold	13,239	–	–	0.01%	257
2022 Q2	$364K	Hold	13,239	–	–	0.01%	252
2022 Q1	$373K	Hold	13,239	–	–	0.01%	264
2021 Q4	$343K	Hold	13,239	–	–	0.01%	271
2021 Q3	$344K	Hold	13,239	–	–	0.01%	303
2021 Q2	$347K	Buy	+13,239	New	+$368K	0.01%	312

Other funds holding EQC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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

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

Avalon Investment & Advisory's EQC Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Equity Commonwealth (EQC) stake by 0.49% in Q1 2023, buying an estimated $2.78K and bringing the position to 24,839 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #245.

Avalon Investment & Advisory first reported a position in EQC in Q2 2021 and has held it in 8 quarters since. The position peaked at $617K in Q4 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

Avalon Investment & Advisory held 24,839 shares of Equity Commonwealth worth $514K as of Q1 2023.
Avalon Investment & Advisory bought 120 Equity Commonwealth shares in Q1 2023, an estimated $2.78K.
Equity Commonwealth made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #245 holding.
Avalon Investment & Advisory first reported a position in Equity Commonwealth in Q2 2021 and has held it in 8 quarters since.
Avalon Investment & Advisory's Equity Commonwealth position peaked at $617K in Q4 2022.
252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.