PC
EQC

Permanens Capital’s Equity Commonwealth EQC Stock Holding History

Permanens Capital’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
-23,525
Closed -$654K – 129
2021
Q1 		$654K Buy
23,525
+200
+0.9% +$5.65K 0.13% 45
2020
Q4 		$636K Buy
23,325
+9,700
+71% +$259K 0.13% 41
2020
Q3 		$363K Buy
13,625
+7,900
+138% +$244K 0.13% 24
2020
Q2 		$184K Buy
5,725
+100
+2% +$3.3K 0.07% 31
2020
Q1 		$178K Buy
5,625
+125
+2% +$4K 0.06% 31
2019
Q4 		$181K Buy
+5,500
New +$177K 0.05% 43

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Permanens Capital's EQC Position: Q2 2021 in Review

Permanens Capital sold out of Equity Commonwealth (EQC) in Q2 2021, closing a stake of 23,525 shares — an estimated $654K sold.

Permanens Capital first reported a position in EQC in Q4 2019 and held it in 6 quarters. The position peaked at $654K in Q1 2021. 267 funds tracked by Wall St. Rank hold EQC as of Q2 2021.

  • Permanens Capital reported no remaining Equity Commonwealth position as of Q2 2021 after selling out during the quarter.
  • Permanens Capital sold 23,525 Equity Commonwealth shares in Q2 2021, an estimated $654K.
  • Permanens Capital first reported a position in Equity Commonwealth in Q4 2019 and held it in 6 quarters.
  • Permanens Capital's Equity Commonwealth position peaked at $654K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2021.

Based on Permanens Capital's 13F filing for Q2 2021, filed 13 Aug 2021.