CIP
EQC

Convergence Investment Partners’s Equity Commonwealth EQC Stock Holding History

Convergence Investment Partners’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
-4,658
Closed -$116K – 241
2022
Q4 		$116K Buy
+4,658
New +$119K 0.07% 197
2020
Q2 		– Sell
-15,018
Closed -$476K – 257
2020
Q1 		$476K Buy
+15,018
New +$481K 0.21% 158
2017
Q2 		– Sell
-40,764
Closed -$1.27M – 412
2017
Q1 		$1.27M Hold
40,764
– – 0.18% 213
2016
Q4 		$1.23M Buy
+40,764
New +$1.21M 0.17% 238
2016
Q2 		– Sell
-36,806
Closed -$1.04M – 394
2016
Q1 		$1.04M Buy
+36,806
New +$994K 0.12% 246

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Investment Partners's EQC Position: Q1 2023 in Review

Convergence Investment Partners sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 4,658 shares — an estimated $116K sold.

Convergence Investment Partners first reported a position in EQC in Q1 2016 and held it in 5 quarters. The position peaked at $1.27M in Q1 2017. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Convergence Investment Partners reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 4,658 Equity Commonwealth shares in Q1 2023, an estimated $116K.
  • Convergence Investment Partners first reported a position in Equity Commonwealth in Q1 2016 and held it in 5 quarters.
  • Convergence Investment Partners's Equity Commonwealth position peaked at $1.27M in Q1 2017.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.