ECM
EQC

Evergreen Capital Management’s Equity Commonwealth EQC Stock Holding History

Evergreen Capital 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
2023
Q3 		– Sell
-11,154
Closed -$226K – 852
2023
Q2 		$226K Buy
+11,154
New +$231K 0.01% 671
2022
Q4 		– Sell
-10,638
Closed -$259K – 719
2022
Q3 		$259K Sell
10,638
-414
-4% -$11.1K 0.01% 484
2022
Q2 		$304K Sell
11,052
-2,212
-17% -$59.7K 0.02% 418
2022
Q1 		$374K Buy
13,264
+4,390
+49% +$117K 0.02% 433
2021
Q4 		$230K Buy
+8,874
New +$231K 0.01% 560

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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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 $3.37T AUM 44.26% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Evergreen Capital Management's EQC Position: Q3 2023 in Review

Evergreen Capital Management sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 11,154 shares — an estimated $226K sold.

Evergreen Capital Management first reported a position in EQC in Q4 2021 and held it in 5 quarters. The position peaked at $374K in Q1 2022. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

  • Evergreen Capital Management reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 11,154 Equity Commonwealth shares in Q3 2023, an estimated $226K.
  • Evergreen Capital Management first reported a position in Equity Commonwealth in Q4 2021 and held it in 5 quarters.
  • Evergreen Capital Management's Equity Commonwealth position peaked at $374K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.