Stifel Financial
EQC

Stifel Financial’s Equity Commonwealth EQC Stock Holding History

Stifel Financial’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
Q2 		– Sell
-20,937
Closed -$434K – 3437
2023
Q1 		$434K Buy
+20,937
New +$486K ﹤0.01% 2598
2020
Q1 		– Sell
-6,495
Closed -$215K – 3115
2019
Q4 		$215K Buy
6,495
+2
+0% +$64 ﹤0.01% 2730
2019
Q3 		$219K Buy
+6,493
New +$218K ﹤0.01% 2612
2017
Q1 		– Sell
-6,597
Closed -$204K – 2615
2016
Q4 		$204K Sell
6,597
-10,300
-61% -$305K ﹤0.01% 2251
2016
Q3 		$514K Sell
16,897
-1,453
-8% -$43.9K ﹤0.01% 1717
2016
Q2 		$536K Buy
18,350
+719
+4% +$20.4K ﹤0.01% 1721
2016
Q1 		$498K Sell
17,631
-262
-1% -$7.08K ﹤0.01% 1584
2015
Q4 		$496K Buy
17,893
+4,059
+29% +$114K ﹤0.01% 1668
2015
Q3 		$377K Buy
13,834
+613
+5% +$16.2K ﹤0.01% 1716
2015
Q2 		$339K Sell
13,221
-52
-0.4% -$1.36K ﹤0.01% 1893
2015
Q1 		$352K Buy
13,273
+270
+2% +$7.09K ﹤0.01% 1813
2014
Q4 		$334K Buy
+13,003
New +$332K ﹤0.01% 1817

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
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's EQC Position: Q2 2023 in Review

Stifel Financial sold out of Equity Commonwealth (EQC) in Q2 2023, closing a stake of 20,937 shares — an estimated $434K sold.

Stifel Financial first reported a position in EQC in Q4 2014 and held it in 12 quarters. The position peaked at $536K in Q2 2016. 255 funds tracked by Wall St. Rank hold EQC as of Q2 2023.

  • Stifel Financial reported no remaining Equity Commonwealth position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 20,937 Equity Commonwealth shares in Q2 2023, an estimated $434K.
  • Stifel Financial first reported a position in Equity Commonwealth in Q4 2014 and held it in 12 quarters.
  • Stifel Financial's Equity Commonwealth position peaked at $536K in Q2 2016.
  • 255 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.