FC
EQC

FORA Capital’s Equity Commonwealth EQC Stock Holding History

FORA Capital’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
2021
Q3 		– Sell
-8,159
Closed -$214K – 914
2021
Q2 		$214K Buy
8,159
+2,062
+34% +$57.4K 0.04% 424
2021
Q1 		$169K Sell
6,097
-2,520
-29% -$71.2K 0.06% 321
2020
Q4 		$235K Buy
8,617
+7,845
+1,016% +$209K 0.04% 478
2020
Q3 		$21K Sell
772
-881
-53% -$27.2K 0.01% 578
2020
Q2 		$53K Sell
1,653
-15,424
-90% -$509K 0.02% 630
2020
Q1 		$542K Buy
17,077
+9,248
+118% +$296K 0.12% 225
2019
Q4 		$257K Buy
+7,829
New +$252K 0.03% 565

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

FORA Capital's EQC Position: Q3 2021 in Review

FORA Capital sold out of Equity Commonwealth (EQC) in Q3 2021, closing a stake of 8,159 shares — an estimated $214K sold.

FORA Capital first reported a position in EQC in Q4 2019 and held it in 7 quarters. The position peaked at $542K in Q1 2020. 254 funds tracked by Wall St. Rank hold EQC as of Q3 2021.

  • FORA Capital reported no remaining Equity Commonwealth position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 8,159 Equity Commonwealth shares in Q3 2021, an estimated $214K.
  • FORA Capital first reported a position in Equity Commonwealth in Q4 2019 and held it in 7 quarters.
  • FORA Capital's Equity Commonwealth position peaked at $542K in Q1 2020.
  • 254 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.