JCIA
EQC

Jackson Creek Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Jackson Creek Investment Advisors’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
-37,092
Closed -$751K – 372
2023
Q2 		$751K Buy
37,092
+2,912
+9% +$60.3K 0.3% 177
2023
Q1 		$708K Sell
34,180
-9
-0% -$209 0.3% 189
2022
Q4 		$854K Buy
+34,189
New +$874K 0.38% 132

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

Jackson Creek Investment Advisors's EQC Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 37,092 shares — an estimated $751K sold.

Jackson Creek Investment Advisors first reported a position in EQC in Q4 2022 and held it in 3 quarters. The position peaked at $854K in Q4 2022. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 37,092 Equity Commonwealth shares in Q3 2023, an estimated $751K.
  • Jackson Creek Investment Advisors first reported a position in Equity Commonwealth in Q4 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Equity Commonwealth position peaked at $854K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.