Summer Road’s Equity Commonwealth EQC Stock Holding History

Summer Road’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	-1,000	Closed	-$19.4K	–	32
2024 Q2	$19.4K	Buy	+1,000	New	+$19.1K	0.02%	20

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Summer Road's EQC Position: Q3 2024 in Review

Summer Road sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 1,000 shares — an estimated $19.4K sold.

Summer Road first reported a position in EQC in Q2 2024 and held it in 1 quarter. The position peaked at $19.4K in Q2 2024. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

Summer Road reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
Summer Road sold 1,000 Equity Commonwealth shares in Q3 2024, an estimated $19.4K.
Summer Road first reported a position in Equity Commonwealth in Q2 2024 and held it in 1 quarter.
Summer Road's Equity Commonwealth position peaked at $19.4K in Q2 2024.
258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Summer Road's 13F filing for Q3 2024, filed 14 Nov 2024.