EI
EQC

Ellevest Inc’s Equity Commonwealth EQC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-231
Closed -$4.78K – 1707
2023
Q1 		$4.78K Sell
231
-989
-81% -$22.9K ﹤0.01% 1212
2022
Q4 		$30.5K Sell
1,220
-184
-13% -$4.7K ﹤0.01% 737
2022
Q3 		$34K Buy
+1,404
New +$37.8K ﹤0.01% 684
2020
Q4 		– Sell
-813
Closed -$22K – 1385
2020
Q3 		$22K Hold
813
– – ﹤0.01% 510
2020
Q2 		$26K Hold
813
– – 0.01% 453
2020
Q1 		$26K Buy
+813
New +$26K 0.01% 383

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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ellevest Inc's EQC Position: Q2 2023 in Review

Ellevest Inc sold out of Equity Commonwealth (EQC) in Q2 2023, closing a stake of 231 shares — an estimated $4.78K sold.

Ellevest Inc first reported a position in EQC in Q1 2020 and held it in 6 quarters. The position peaked at $34K in Q3 2022. 255 funds tracked by Wall St. Rank hold EQC as of Q2 2023.

  • Ellevest Inc reported no remaining Equity Commonwealth position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 231 Equity Commonwealth shares in Q2 2023, an estimated $4.78K.
  • Ellevest Inc first reported a position in Equity Commonwealth in Q1 2020 and held it in 6 quarters.
  • Ellevest Inc's Equity Commonwealth position peaked at $34K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.