I
EQC

InceptionR’s Equity Commonwealth EQC Stock Holding History

InceptionR’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
Q4 		– Sell
-29,020
Closed -$533K – 553
2023
Q3 		$533K Buy
29,020
+2,681
+10% +$52K 0.3% 131
2023
Q2 		$534K Buy
+26,339
New +$545K 0.28% 128

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

InceptionR's EQC Position: Q4 2023 in Review

InceptionR sold out of Equity Commonwealth (EQC) in Q4 2023, closing a stake of 29,020 shares — an estimated $533K sold.

InceptionR first reported a position in EQC in Q2 2023 and held it in 2 quarters. The position peaked at $534K in Q2 2023. 270 funds tracked by Wall St. Rank hold EQC as of Q4 2023.

  • InceptionR reported no remaining Equity Commonwealth position as of Q4 2023 after selling out during the quarter.
  • InceptionR sold 29,020 Equity Commonwealth shares in Q4 2023, an estimated $533K.
  • InceptionR first reported a position in Equity Commonwealth in Q2 2023 and held it in 2 quarters.
  • InceptionR's Equity Commonwealth position peaked at $534K in Q2 2023.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2023.

Based on InceptionR's 13F filing for Q4 2023, filed 8 Feb 2024.