BFG
EQC

Beacon Financial Group’s Equity Commonwealth EQC Stock Holding History

Beacon 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
2024
Q4 		– Sell
-38,289
Closed -$762K – 342
2024
Q3 		$762K Sell
38,289
-5,036
-12% -$100K 0.08% 180
2024
Q2 		$841K Sell
43,325
-2,035
-4% -$38.8K 0.1% 172
2024
Q1 		$856K Sell
45,360
-3,164
-7% -$60.1K 0.1% 169
2023
Q4 		$932K Sell
48,524
-3,624
-7% -$68.5K 0.11% 155
2023
Q3 		$992K Sell
52,148
-2,670
-5% -$51.8K 0.14% 136
2023
Q2 		$1.12M Sell
54,818
-1,767
-3% -$36.6K 0.15% 126
2023
Q1 		$1.19M Buy
56,585
+16,848
+42% +$391K 0.17% 125
2022
Q4 		$993K Sell
39,737
-7,381
-16% -$189K 0.14% 139
2022
Q3 		$1.14M Buy
47,118
+290
+0.6% +$7.8K 0.18% 120
2022
Q2 		$1.32M Sell
46,828
-1,920
-4% -$51.9K 0.2% 114
2022
Q1 		$1.39M Hold
48,748
– – 0.18% 119
2021
Q4 		$1.28M Buy
48,748
+7,588
+18% +$198K 0.17% 123
2021
Q3 		$1.07M Sell
41,160
-3,707
-8% -$97.5K 0.14% 131
2021
Q2 		$1.22M Sell
44,867
-1,237
-3% -$34.4K 0.17% 123
2021
Q1 		$1.26M Hold
46,104
– – 0.2% 113
2020
Q4 		$1.26M Buy
46,104
+8,489
+23% +$226K 0.2% 115
2020
Q3 		$1M Buy
37,615
+4,375
+13% +$135K 0.18% 118
2020
Q2 		$1.06M Sell
33,240
-7,552
-19% -$249K 0.2% 110
2020
Q1 		$1.32M Buy
40,792
+2,273
+6% +$72.8K 0.29% 92
2019
Q4 		$1.26M Buy
38,519
+19,032
+98% +$612K 0.16% 109
2019
Q3 		$667K Hold
19,487
– – 0.11% 127
2019
Q2 		$634K Sell
19,487
-1,699
-8% -$55.2K 0.11% 131
2019
Q1 		$693 Sell
21,186
-712
-3% -$22.8K 0.11% 120
2018
Q4 		$652K Buy
+21,898
New +$667K 0.12% 120

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Beacon Financial Group's EQC Position: Q4 2024 in Review

Beacon Financial Group sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 38,289 shares — an estimated $762K sold.

Beacon Financial Group first reported a position in EQC in Q4 2018 and held it in 24 quarters. The position peaked at $1.39M in Q1 2022. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Beacon Financial Group reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Group sold 38,289 Equity Commonwealth shares in Q4 2024, an estimated $762K.
  • Beacon Financial Group first reported a position in Equity Commonwealth in Q4 2018 and held it in 24 quarters.
  • Beacon Financial Group's Equity Commonwealth position peaked at $1.39M in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.