Baird Financial Group
EQC

Baird Financial Group’s Equity Commonwealth EQC Stock Holding History

Baird Financial 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
2023
Q3 		– Sell
-23,401
Closed -$474K – 1774
2023
Q2 		$474K Sell
23,401
-114
-0.5% -$2.36K ﹤0.01% 1362
2023
Q1 		$487K Buy
23,515
+7,174
+44% +$166K ﹤0.01% 1328
2022
Q4 		$408K Buy
+16,341
New +$418K ﹤0.01% 1375

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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 $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baird Financial Group's EQC Position: Q3 2023 in Review

Baird Financial Group sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 23,401 shares — an estimated $474K sold.

Baird Financial Group first reported a position in EQC in Q4 2022 and held it in 3 quarters. The position peaked at $487K in Q1 2023. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

  • Baird Financial Group reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 23,401 Equity Commonwealth shares in Q3 2023, an estimated $474K.
  • Baird Financial Group first reported a position in Equity Commonwealth in Q4 2022 and held it in 3 quarters.
  • Baird Financial Group's Equity Commonwealth position peaked at $487K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.