NSIM
EQC

North Star Investment Management’s Equity Commonwealth EQC Stock Holding History

North Star Investment 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
2021
Q2 		– Sell
-30
Closed -$1K – 1119
2021
Q1 		$1K Hold
30
– – ﹤0.01% 1037
2020
Q4 		$1K Hold
30
– – ﹤0.01% 1009
2020
Q3 		$1K Hold
30
– – ﹤0.01% 991
2020
Q2 		$1K Buy
+30
New +$991 ﹤0.01% 955
2017
Q3 		– Sell
-187
Closed -$6K – 1121
2017
Q2 		$6K Hold
187
– – ﹤0.01% 911
2017
Q1 		$6K Hold
187
– – ﹤0.01% 871
2016
Q4 		$6K Buy
+187
New +$5.54K ﹤0.01% 819

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

North Star Investment Management's EQC Position: Q2 2021 in Review

North Star Investment Management sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

North Star Investment Management first reported a position in EQC in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q2 2017. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

  • North Star Investment Management reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
  • North Star Investment Management sold 30 Equity Commonwealth shares in Q2 2021, an estimated $1K.
  • North Star Investment Management first reported a position in Equity Commonwealth in Q4 2016 and held it in 7 quarters.
  • North Star Investment Management's Equity Commonwealth position peaked at $6K in Q2 2017.
  • 267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on North Star Investment Management's 13F filing for Q2 2021, filed 13 Jul 2021.