MassMutual Private Wealth & Trust’s Equity Commonwealth EQC Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-204	Closed	-$361	–	2512
2024 Q4	$361	Sell	204 -80	-28%	-$1.23K	﹤0.01%	2196
2024 Q3	$5.65K	Buy	284 +13	+5%	+$259	﹤0.01%	1335
2024 Q2	$5.26K	Buy	271 +95	+54%	+$1.81K	﹤0.01%	1295
2024 Q1	$3.32K	Buy	176 +92	+110%	+$1.75K	﹤0.01%	1392
2023 Q4	$1.61K	Sell	84 -57	-40%	-$1.08K	﹤0.01%	1575
2023 Q3	$2.59K	Buy	141 +86	+156%	+$1.67K	﹤0.01%	1434
2023 Q2	$1.11K	Buy	55 +32	+139%	+$662	﹤0.01%	1629
2023 Q1	$476	Buy	+23	New	+$534	﹤0.01%	1690
2022 Q2	–	Sell	-49	Closed	-$1K	–	1748
2022 Q1	$1K	Buy	+49	New	+$1.31K	﹤0.01%	1463
2021 Q2	–	Sell	-30	Closed	-$1K	–	1314
2021 Q1	$1K	Buy	+30	New	+$848	﹤0.01%	1071
2019 Q2	–	Sell	-700	Closed	-$22.9K	–	846
2019 Q1	$22.9K	Hold	700	–	–	﹤0.01%	499
2018 Q4	$21K	Hold	700	–	–	﹤0.01%	480
2018 Q3	$22.5K	Buy	+700	New	+$22.3K	﹤0.01%	494

Other funds holding EQC

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's EQC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Equity Commonwealth (EQC) in Q1 2025, closing a stake of 204 shares — an estimated $361 sold.

MassMutual Private Wealth & Trust first reported a position in EQC in Q3 2018 and held it in 13 quarters. The position peaked at $22.9K in Q1 2019. 147 funds tracked by Wall St. Rank hold EQC as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Equity Commonwealth position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 204 Equity Commonwealth shares in Q1 2025, an estimated $361.
MassMutual Private Wealth & Trust first reported a position in Equity Commonwealth in Q3 2018 and held it in 13 quarters.
MassMutual Private Wealth & Trust's Equity Commonwealth position peaked at $22.9K in Q1 2019.
147 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.