FM
EQC

Foster & Motley’s Equity Commonwealth EQC Stock Holding History

Foster & Motley’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
2022
Q3 		– Sell
-8,462
Closed -$233K – 364
2022
Q2 		$233K Sell
8,462
-5,664
-40% -$153K 0.02% 330
2022
Q1 		$398K Sell
14,126
-4,489
-24% -$120K 0.03% 279
2021
Q4 		$482K Sell
18,615
-11,044
-37% -$288K 0.04% 255
2021
Q3 		$771K Buy
+29,659
New +$780K 0.06% 203

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Foster & Motley's EQC Position: Q3 2022 in Review

Foster & Motley sold out of Equity Commonwealth (EQC) in Q3 2022, closing a stake of 8,462 shares — an estimated $233K sold.

Foster & Motley first reported a position in EQC in Q3 2021 and held it in 4 quarters. The position peaked at $771K in Q3 2021. 243 funds tracked by Wall St. Rank hold EQC as of Q3 2022.

  • Foster & Motley reported no remaining Equity Commonwealth position as of Q3 2022 after selling out during the quarter.
  • Foster & Motley sold 8,462 Equity Commonwealth shares in Q3 2022, an estimated $233K.
  • Foster & Motley first reported a position in Equity Commonwealth in Q3 2021 and held it in 4 quarters.
  • Foster & Motley's Equity Commonwealth position peaked at $771K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2022.

Based on Foster & Motley's 13F filing for Q3 2022, filed 4 Nov 2022.