Perpetual Ltd’s Equity Commonwealth EQC Stock Holding History

Perpetual Ltd’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
2020 Q3	$748K	Buy	+28,105	New	+$869K	0.05%	198
2020 Q1	–	Sell	-69,553	Closed	-$2.28M	–	266
2019 Q4	$2.28M	Sell	69,553 -10,900	-14%	-$350K	0.34%	55
2019 Q3	$2.75M	Sell	80,453 -19,511	-20%	-$656K	0.42%	49
2019 Q2	$3.25M	Hold	99,964	–	–	0.52%	42
2019 Q1	$3.29M	Hold	99,964	–	–	0.48%	45
2018 Q4	$2.98M	Buy	99,964 +17,100	+21%	+$521K	0.45%	47
2018 Q3	$2.62M	Hold	82,864	–	–	0.35%	53
2018 Q2	$2.62M	Hold	82,864	–	–	0.32%	57
2018 Q1	$2.54M	Buy	82,864 +7,900	+11%	+$235K	0.35%	49
2017 Q4	$2.3M	Sell	74,964 -32,700	-30%	-$990K	0.3%	57
2017 Q3	$3.29M	Sell	107,664 -32,500	-23%	-$1.01M	0.46%	47
2017 Q2	$4.43M	Buy	+140,164	New	+$4.43M	0.35%	84
2016 Q4	–	Sell	-123,714	Closed	-$3.74M	–	241
2016 Q3	$3.74M	Buy	+123,714	New	+$3.74M	0.31%	87
2013 Q4	–	Sell	-9,825	Closed	-$215K	–	244
2013 Q3	$215K	Buy	+9,825	New	+$234K	0.03%	196

Other funds holding EQC

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Perpetual Ltd's EQC Position: Q3 2020 in Review

Perpetual Ltd opened a new position in Equity Commonwealth (EQC) in Q3 2020: 28,105 shares worth $748K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in EQC as recently as Q4 2019.

Perpetual Ltd first reported a position in EQC in Q3 2013 and has held it in 14 quarters since. The position peaked at $4.43M in Q2 2017. 270 funds tracked by Wall St. Rank hold EQC as of Q3 2020.

Perpetual Ltd held 28,105 shares of Equity Commonwealth worth $748K as of Q3 2020.
Equity Commonwealth was a new Perpetual Ltd position in Q3 2020.
Equity Commonwealth made up 0.05% of Perpetual Ltd's portfolio in Q3 2020, its #198 holding.
Perpetual Ltd first reported a position in Equity Commonwealth in Q3 2013 and has held it in 14 quarters since.
Perpetual Ltd's Equity Commonwealth position peaked at $4.43M in Q2 2017.
270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.