CHA
EQC

Carmichael Hill & Associates’s Equity Commonwealth EQC Stock Holding History

Carmichael Hill & Associates’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 		– Sell
-411
Closed -$10.3K – 813
2022
Q4 		$10.3K Buy
411
+206
+100% +$5.27K 0.01% 550
2022
Q3 		$5K Buy
205
+5
+3% +$134 ﹤0.01% 675
2022
Q2 		$6K Buy
+200
New +$5.4K ﹤0.01% 641
2020
Q2 		– Sell
-29
Closed -$1K – 733
2020
Q1 		$1K Hold
29
– – ﹤0.01% 673
2019
Q4 		$1K Buy
+29
New +$932 ﹤0.01% 679

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's EQC Position: Q1 2023 in Review

Carmichael Hill & Associates sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 411 shares — an estimated $10.3K sold.

Carmichael Hill & Associates first reported a position in EQC in Q4 2019 and held it in 5 quarters. The position peaked at $10.3K in Q4 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Carmichael Hill & Associates reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 411 Equity Commonwealth shares in Q1 2023, an estimated $10.3K.
  • Carmichael Hill & Associates first reported a position in Equity Commonwealth in Q4 2019 and held it in 5 quarters.
  • Carmichael Hill & Associates's Equity Commonwealth position peaked at $10.3K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Carmichael Hill & Associates's 13F filing for Q1 2023, filed 5 Apr 2023.