Global Retirement Partners’s Equity Commonwealth EQC Stock Holding History

Global Retirement Partners’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
2024 Q4	$258	Hold	146	–	–	﹤0.01%	3484
2024 Q3	$2.9K	Hold	146	–	–	﹤0.01%	2800
2024 Q2	$2.83K	Buy	+146	New	+$2.78K	﹤0.01%	2832
2023 Q3	–	Sell	-229	Closed	-$4.64K	–	3348
2023 Q2	$4.64K	Sell	229 -311	-58%	-$6.44K	﹤0.01%	2234
2023 Q1	$11K	Buy	+540	New	+$12.5K	﹤0.01%	1885
2019 Q4	–	Sell	-362	Closed	-$12K	–	1720
2019 Q3	$12K	Hold	362	–	–	﹤0.01%	1087
2019 Q2	$12K	Hold	362	–	–	﹤0.01%	1070
2019 Q1	$12K	Hold	362	–	–	﹤0.01%	1014
2018 Q4	$11K	Hold	362	–	–	﹤0.01%	955
2018 Q3	$12K	Hold	362	–	–	﹤0.01%	992
2018 Q2	$11K	Hold	362	–	–	﹤0.01%	982
2018 Q1	$11K	Hold	362	–	–	﹤0.01%	951
2017 Q4	$11K	Hold	362	–	–	﹤0.01%	886
2017 Q3	$11K	Buy	+362	New	+$11.2K	﹤0.01%	815

Other funds holding EQC

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Global Retirement Partners's EQC Position: Q4 2024 in Review

Global Retirement Partners held its Equity Commonwealth (EQC) position steady in Q4 2024 at 146 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Global Retirement Partners first reported a position in EQC in Q3 2017 and has held it in 14 quarters since. The position peaked at $12K in Q3 2019. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

Global Retirement Partners held 146 shares of Equity Commonwealth worth $258 as of Q4 2024.
Global Retirement Partners left its Equity Commonwealth share count unchanged in Q4 2024.
Equity Commonwealth made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3484 holding.
Global Retirement Partners first reported a position in Equity Commonwealth in Q3 2017 and has held it in 14 quarters since.
Global Retirement Partners's Equity Commonwealth position peaked at $12K in Q3 2019.
168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.