Baystate Wealth Management’s Equity Commonwealth EQC Stock Holding History

Baystate Wealth Management’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 Q4	$1.81K	Hold	94	–	–	﹤0.01%	1085
2023 Q3	$1.73K	Hold	94	–	–	﹤0.01%	822
2023 Q2	$1.91K	Hold	94	–	–	﹤0.01%	851
2023 Q1	$1.95K	Buy	94 +17	+22%	+$394	﹤0.01%	834
2022 Q4	$2K	Buy	77 +3	+4%	+$77	﹤0.01%	821
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	779
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	799
2022 Q1	$2K	Hold	74	–	–	﹤0.01%	789
2021 Q4	$2K	Hold	74	–	–	﹤0.01%	789
2021 Q3	$2K	Hold	74	–	–	﹤0.01%	716
2021 Q2	$2K	Hold	74	–	–	﹤0.01%	687
2021 Q1	$2K	Hold	74	–	–	﹤0.01%	621
2020 Q4	$2K	Buy	74 +8	+12%	+$213	﹤0.01%	594
2020 Q3	$2K	Sell	66 -109	-62%	-$3.37K	﹤0.01%	560
2020 Q2	$6K	Buy	175 +109	+165%	+$3.6K	﹤0.01%	451
2020 Q1	$2K	Hold	66	–	–	﹤0.01%	521
2019 Q4	$2K	Buy	66 +6	+10%	+$193	﹤0.01%	547
2019 Q3	$2K	Buy	60 +1	+2%	+$34	﹤0.01%	499
2019 Q2	$2K	Hold	59	–	–	﹤0.01%	515
2019 Q1	$2K	Hold	59	–	–	﹤0.01%	527
2018 Q4	$2K	Buy	59 +4	+7%	+$122	﹤0.01%	529
2018 Q3	$2K	Hold	55	–	–	﹤0.01%	542
2018 Q2	$2K	Hold	55	–	–	﹤0.01%	562
2018 Q1	$2K	Hold	55	–	–	﹤0.01%	526
2017 Q4	$2K	Hold	55	–	–	﹤0.01%	528
2017 Q3	$2K	Hold	55	–	–	﹤0.01%	514
2017 Q2	$2K	Hold	55	–	–	﹤0.01%	523
2017 Q1	$2K	Buy	+55	New	+$1.71K	﹤0.01%	485

Other funds holding EQC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

SBH

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

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baystate Wealth Management's EQC Position: Q4 2023 in Review

Baystate Wealth Management held its Equity Commonwealth (EQC) position steady in Q4 2023 at 94 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Baystate Wealth Management first reported a position in EQC in Q1 2017 and has held it in 28 quarters since. The position peaked at $6K in Q2 2020. 270 funds tracked by Wall St. Rank hold EQC as of Q4 2023.

Baystate Wealth Management held 94 shares of Equity Commonwealth worth $1.81K as of Q4 2023.
Baystate Wealth Management left its Equity Commonwealth share count unchanged in Q4 2023.
Equity Commonwealth made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1085 holding.
Baystate Wealth Management first reported a position in Equity Commonwealth in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Equity Commonwealth position peaked at $6K in Q2 2020.
270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.