SWM
EQC

Salvus Wealth Management’s Equity Commonwealth EQC Stock Holding History

Salvus Wealth 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
2024
Q4 		– Sell
-23,040
Closed -$458K – 123
2024
Q3 		$458K Hold
23,040
– – 0.28% 88
2024
Q2 		$447K Sell
23,040
-346
-1% -$6.59K 0.31% 83
2024
Q1 		$442K Hold
23,386
– – 0.3% 80
2023
Q4 		$449K Sell
23,386
-485
-2% -$9.17K 0.32% 75
2023
Q3 		$439K Buy
23,871
+610
+3% +$11.8K 0.35% 75
2023
Q2 		$471K Buy
23,261
+1,058
+5% +$21.9K 0.36% 73
2023
Q1 		$460K Buy
22,203
+4,792
+28% +$111K 0.37% 71
2022
Q4 		$435K Buy
17,411
+321
+2% +$8.21K 0.4% 63
2022
Q3 		$416K Sell
17,090
-139
-0.8% -$3.74K 0.4% 65
2022
Q2 		$474K Buy
17,229
+114
+0.7% +$3.08K 0.42% 62
2022
Q1 		$483K Sell
17,115
-165
-1% -$4.41K 0.37% 67
2021
Q4 		$448K Buy
17,280
+2,340
+16% +$60.9K 0.33% 66
2021
Q3 		$388K Hold
14,940
– – 0.32% 68
2021
Q2 		$390K Buy
14,940
+380
+3% +$10.6K 0.33% 68
2021
Q1 		$410K Sell
14,560
-225
-2% -$6.36K 0.38% 60
2020
Q4 		$403K Buy
+14,785
New +$394K 0.44% 60

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Salvus Wealth Management's EQC Position: Q4 2024 in Review

Salvus Wealth Management sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 23,040 shares — an estimated $458K sold.

Salvus Wealth Management first reported a position in EQC in Q4 2020 and held it in 16 quarters. The position peaked at $483K in Q1 2022. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Salvus Wealth Management reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Salvus Wealth Management sold 23,040 Equity Commonwealth shares in Q4 2024, an estimated $458K.
  • Salvus Wealth Management first reported a position in Equity Commonwealth in Q4 2020 and held it in 16 quarters.
  • Salvus Wealth Management's Equity Commonwealth position peaked at $483K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Salvus Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.