Psagot Value Holdings’s Equity Commonwealth EQC Stock Holding History

Psagot Value Holdings’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
2023 Q3	–	Sell	-29	Closed	-$1K	–	639
2023 Q2	$1K	Buy	29 +8	+38%	+$166	﹤0.01%	528
2023 Q1	$0	Buy	+21	New	+$487	﹤0.01%	626
2017 Q2	–	Sell	-3,200	Closed	-$100K	–	351
2017 Q1	$100K	Hold	3,200	–	–	﹤0.01%	239
2016 Q4	$97K	Sell	3,200 -800	-20%	-$23.7K	﹤0.01%	231
2016 Q3	$121K	Hold	4,000	–	–	0.01%	232
2016 Q2	$117K	Sell	4,000 -1,000	-20%	-$28.4K	0.01%	231
2016 Q1	$141K	Hold	5,000	–	–	0.01%	252
2015 Q4	$139K	Hold	5,000	–	–	0.01%	262
2015 Q3	$136K	Sell	5,000 -2,000	-29%	-$53K	﹤0.01%	263
2015 Q2	$180K	Hold	7,000	–	–	0.01%	253
2015 Q1	$186K	Hold	7,000	–	–	0.01%	249
2014 Q4	$180K	Hold	7,000	–	–	0.01%	248
2014 Q3	$180K	Hold	7,000	–	–	0.01%	230
2014 Q2	$184K	Sell	7,000 -3,930	-36%	-$103K	0.01%	241
2014 Q1	$287K	Sell	10,930 -1,206	-10%	-$30.8K	0.01%	230
2013 Q4	$283K	Sell	12,136 -7,989	-40%	-$189K	0.01%	247
2013 Q3	$441K	Buy	20,125 +8,125	+68%	+$194K	0.02%	222
2013 Q2	$277K	Buy	+12,000	New	+$259K	0.01%	211

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

CTC

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Psagot Value Holdings's EQC Position: Q3 2023 in Review

Psagot Value Holdings sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 29 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in EQC in Q2 2013 and held it in 18 quarters. The position peaked at $441K in Q3 2013. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

Psagot Value Holdings reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 29 Equity Commonwealth shares in Q3 2023, an estimated $1K.
Psagot Value Holdings first reported a position in Equity Commonwealth in Q2 2013 and held it in 18 quarters.
Psagot Value Holdings's Equity Commonwealth position peaked at $441K in Q3 2013.
258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.