Envestnet Asset Management
EQC

Envestnet Asset Management’s Equity Commonwealth EQC Stock Holding History

Envestnet Asset 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
2025
Q1 		– Sell
-10,834
Closed -$19.2K – 4498
2024
Q4 		$19.2K Sell
10,834
-205,717
-95% -$3.17M ﹤0.01% 4290
2024
Q3 		$4.31M Sell
216,551
-14,148
-6% -$282K ﹤0.01% 2195
2024
Q2 		$4.48M Sell
230,699
-2,737
-1% -$52.2K ﹤0.01% 2095
2024
Q1 		$4.41M Buy
233,436
+11,848
+5% +$225K ﹤0.01% 2069
2023
Q4 		$4.25M Sell
221,588
-3,024
-1% -$57.2K ﹤0.01% 2005
2023
Q3 		$4.13M Sell
224,612
-42,559
-16% -$826K ﹤0.01% 1932
2023
Q2 		$5.41M Buy
267,171
+16,405
+7% +$340K ﹤0.01% 1661
2023
Q1 		$5.19M Buy
250,766
+72,658
+41% +$1.69M ﹤0.01% 1643
2022
Q4 		$4.45M Sell
178,108
-2,707
-1% -$69.2K ﹤0.01% 1669
2022
Q3 		$4.41M Buy
180,815
+20,707
+13% +$557K ﹤0.01% 1588
2022
Q2 		$4.41M Buy
160,108
+21,818
+16% +$589K ﹤0.01% 1592
2022
Q1 		$3.9M Buy
138,290
+7,372
+6% +$197K ﹤0.01% 1752
2021
Q4 		$3.39M Buy
130,918
+24,246
+23% +$631K ﹤0.01% 1831
2021
Q3 		$2.77M Buy
106,672
+8,825
+9% +$232K ﹤0.01% 1887
2021
Q2 		$2.56M Buy
97,847
+18,257
+23% +$508K ﹤0.01% 1900
2021
Q1 		$2.21M Sell
79,590
-95,222
-54% -$2.69M ﹤0.01% 1876
2020
Q4 		$4.77M Buy
174,812
+55,424
+46% +$1.48M ﹤0.01% 1297
2020
Q3 		$3.18M Buy
119,388
+74,065
+163% +$2.29M ﹤0.01% 1372
2020
Q2 		$1.46M Buy
45,323
+3,796
+9% +$125K ﹤0.01% 1756
2020
Q1 		$1.32M Sell
41,527
-137,578
-77% -$4.4M ﹤0.01% 1658
2019
Q4 		$5.88M Buy
179,105
+146,660
+452% +$4.71M 0.01% 1046
2019
Q3 		$1.11M Sell
32,445
-7,961
-20% -$268K ﹤0.01% 1875
2019
Q2 		$1.31M Sell
40,406
-1,862
-4% -$60.5K ﹤0.01% 1778
2019
Q1 		$1.38M Sell
42,268
-570
-1% -$18.3K ﹤0.01% 1683
2018
Q4 		$1.29M Buy
+42,838
New +$1.3M ﹤0.01% 1576
2018
Q3 		– Sell
-18,866
Closed -$594K – 2699
2018
Q2 		$594K Hold
18,866
– – ﹤0.01% 1251
2018
Q1 		$579K Sell
18,866
-368
-2% -$10.9K ﹤0.01% 1158
2017
Q4 		$587K Sell
19,234
-2
-0% -$61 ﹤0.01% 1409
2017
Q3 		$584K Sell
19,236
-38
-0.2% -$1.18K ﹤0.01% 1391
2017
Q2 		$609K Sell
19,274
-2,931
-13% -$92.6K ﹤0.01% 1402
2017
Q1 		$693K Sell
22,205
-275
-1% -$8.53K ﹤0.01% 1379
2016
Q4 		$681K Buy
22,480
+16,836
+298% +$498K ﹤0.01% 1356
2016
Q3 		$171K Sell
5,644
-21,914
-80% -$662K ﹤0.01% 2091
2016
Q2 		$803K Buy
27,558
+3,290
+14% +$93.5K ﹤0.01% 1429
2016
Q1 		$685K Sell
24,268
-7,097
-23% -$192K ﹤0.01% 1496
2015
Q4 		$870K Sell
31,365
-17,699
-36% -$496K ﹤0.01% 1359
2015
Q3 		$1.34M Sell
49,064
-7,436
-13% -$197K 0.01% 1134
2015
Q2 		$1.45M Buy
+56,500
New +$1.47M 0.01% 1227
2014
Q1 		– Sell
-83
Closed -$2K – 2651
2013
Q4 		$2K Buy
+83
New +$1.97K ﹤0.01% 2276

Other funds holding EQC

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management's EQC Position: Q1 2025 in Review

Envestnet Asset Management sold out of Equity Commonwealth (EQC) in Q1 2025, closing a stake of 10,834 shares — an estimated $19.2K sold.

Envestnet Asset Management first reported a position in EQC in Q4 2013 and held it in 39 quarters. The position peaked at $5.88M in Q4 2019. 147 funds tracked by Wall St. Rank hold EQC as of Q1 2025.

  • Envestnet Asset Management reported no remaining Equity Commonwealth position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,834 Equity Commonwealth shares in Q1 2025, an estimated $19.2K.
  • Envestnet Asset Management first reported a position in Equity Commonwealth in Q4 2013 and held it in 39 quarters.
  • Envestnet Asset Management's Equity Commonwealth position peaked at $5.88M in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.