Mackenzie Financial’s Equity Commonwealth EQC Stock Holding History

Mackenzie Financial’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 Q3	–	Sell	-8,273	Closed	-$228K	–	1529
2022 Q2	$228K	Buy	+8,273	New	+$223K	﹤0.01%	1227
2020 Q1	–	Sell	-250,900	Closed	-$8.24M	–	1186
2019 Q4	$8.24M	Sell	250,900 -164,200	-40%	-$5.28M	0.02%	357
2019 Q3	$14.2M	Buy	+415,100	New	+$13.9M	0.04%	286
2019 Q2	–	Sell	-251,700	Closed	-$8.23M	–	1281
2019 Q1	$8.23M	Buy	251,700 +217,565	+637%	+$6.98M	0.02%	409
2018 Q4	$1.02M	Buy	34,135 +400	+1%	+$12.2K	﹤0.01%	807
2018 Q3	$1.08M	Sell	33,735 -6,200	-16%	-$197K	﹤0.01%	745
2018 Q2	$1.26M	Hold	39,935	–	–	﹤0.01%	648
2018 Q1	$1.23M	Buy	+39,935	New	+$1.19M	﹤0.01%	616

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

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

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Mackenzie Financial's EQC Position: Q3 2022 in Review

Mackenzie Financial sold out of Equity Commonwealth (EQC) in Q3 2022, closing a stake of 8,273 shares — an estimated $228K sold.

Mackenzie Financial first reported a position in EQC in Q1 2018 and held it in 8 quarters. The position peaked at $14.2M in Q3 2019. 243 funds tracked by Wall St. Rank hold EQC as of Q3 2022.

Mackenzie Financial reported no remaining Equity Commonwealth position as of Q3 2022 after selling out during the quarter.
Mackenzie Financial sold 8,273 Equity Commonwealth shares in Q3 2022, an estimated $228K.
Mackenzie Financial first reported a position in Equity Commonwealth in Q1 2018 and held it in 8 quarters.
Mackenzie Financial's Equity Commonwealth position peaked at $14.2M in Q3 2019.
243 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.