JAM
EQC

Jupiter Asset Management’s Equity Commonwealth EQC Stock Holding History

Jupiter Asset Management’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
Q3 		– Sell
-502,379
Closed -$9.75M – 502
2024
Q2 		$9.75M Sell
502,379
-284,054
-36% -$5.41M 0.09% 211
2024
Q1 		$14.8M Buy
786,433
+531,224
+208% +$10.1M 0.14% 185
2023
Q4 		$4.9M Buy
+255,209
New +$4.82M 0.05% 256

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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Jupiter Asset Management's EQC Position: Q3 2024 in Review

Jupiter Asset Management sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 502,379 shares — an estimated $9.75M sold.

Jupiter Asset Management first reported a position in EQC in Q4 2023 and held it in 3 quarters. The position peaked at $14.8M in Q1 2024. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Jupiter Asset Management reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 502,379 Equity Commonwealth shares in Q3 2024, an estimated $9.75M.
  • Jupiter Asset Management first reported a position in Equity Commonwealth in Q4 2023 and held it in 3 quarters.
  • Jupiter Asset Management's Equity Commonwealth position peaked at $14.8M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.