LGL Partners’s Equity Commonwealth EQC Stock Holding History

LGL 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
2022 Q4	–	Sell	-12,026	Closed	-$293K	–	157
2022 Q3	$293K	Buy	+12,026	New	+$323K	0.06%	96

Other funds holding EQC

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGL Partners's EQC Position: Q4 2022 in Review

LGL Partners sold out of Equity Commonwealth (EQC) in Q4 2022, closing a stake of 12,026 shares — an estimated $293K sold.

LGL Partners first reported a position in EQC in Q3 2022 and held it in 1 quarter. The position peaked at $293K in Q3 2022. 259 funds tracked by Wall St. Rank hold EQC as of Q4 2022.

LGL Partners reported no remaining Equity Commonwealth position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 12,026 Equity Commonwealth shares in Q4 2022, an estimated $293K.
LGL Partners first reported a position in Equity Commonwealth in Q3 2022 and held it in 1 quarter.
LGL Partners's Equity Commonwealth position peaked at $293K in Q3 2022.
259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.