SAM
EQC

Stansberry Asset Management’s Equity Commonwealth EQC Stock Holding History

Stansberry Asset 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
Q3 		– Sell
-284,969
Closed -$5.53M – 130
2024
Q2 		$5.53M Sell
284,969
-9,461
-3% -$180K 0.73% 54
2024
Q1 		$5.56M Buy
294,430
+31,703
+12% +$602K 0.75% 46
2023
Q4 		$5.04M Sell
262,727
-42,531
-14% -$804K 0.84% 40
2023
Q3 		$5.61M Buy
+305,258
New +$5.92M 0.98% 36

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Stansberry Asset Management's EQC Position: Q3 2024 in Review

Stansberry Asset Management sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 284,969 shares — an estimated $5.53M sold.

Stansberry Asset Management first reported a position in EQC in Q3 2023 and held it in 4 quarters. The position peaked at $5.61M in Q3 2023. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Stansberry Asset Management reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Stansberry Asset Management sold 284,969 Equity Commonwealth shares in Q3 2024, an estimated $5.53M.
  • Stansberry Asset Management first reported a position in Equity Commonwealth in Q3 2023 and held it in 4 quarters.
  • Stansberry Asset Management's Equity Commonwealth position peaked at $5.61M in Q3 2023.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Stansberry Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.