Rockefeller Capital Management
EQC

Rockefeller Capital Management’s Equity Commonwealth EQC Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-2,404
Closed -$59K – 3976
2022
Q4 		$59K Buy
2,404
+643
+37% +$16.4K ﹤0.01% 2306
2022
Q3 		$42K Sell
1,761
-243
-12% -$6.54K ﹤0.01% 2445
2022
Q2 		$55K Buy
2,004
+208
+12% +$5.62K ﹤0.01% 2238
2022
Q1 		$50K Buy
1,796
+135
+8% +$3.61K ﹤0.01% 2303
2021
Q4 		$43K Buy
1,661
+650
+64% +$16.9K ﹤0.01% 2287
2021
Q3 		$26K Buy
1,011
+1,000
+9,091% +$26.3K ﹤0.01% 2475
2021
Q2 		$0 Hold
11
– – ﹤0.01% 3637
2021
Q1 		$0 Hold
11
– – ﹤0.01% 3417
2020
Q4 		$0 Buy
+11
New +$293 ﹤0.01% 3033
2019
Q4 		– Sell
-1,376
Closed -$47K – 2239
2019
Q3 		$47K Buy
+1,376
New +$46.2K ﹤0.01% 987

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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 $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's EQC Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 2,404 shares — an estimated $59K sold.

Rockefeller Capital Management first reported a position in EQC in Q3 2019 and held it in 10 quarters. The position peaked at $59K in Q4 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,404 Equity Commonwealth shares in Q1 2023, an estimated $59K.
  • Rockefeller Capital Management first reported a position in Equity Commonwealth in Q3 2019 and held it in 10 quarters.
  • Rockefeller Capital Management's Equity Commonwealth position peaked at $59K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.