SSG
EQC

Summit Securities Group’s Equity Commonwealth EQC Stock Holding History

Summit Securities Group’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
-1,312
Closed -$26K – 951
2024
Q3 		$26K Hold
1,312
– – 0.01% 310
2024
Q2 		$25K Hold
1,312
– – ﹤0.01% 366
2024
Q1 		$25K Buy
+1,312
New +$24.9K ﹤0.01% 299

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

Summit Securities Group's EQC Position: Q4 2024 in Review

Summit Securities Group sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 1,312 shares — an estimated $26K sold.

Summit Securities Group first reported a position in EQC in Q1 2024 and held it in 3 quarters. The position peaked at $26K in Q3 2024. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Summit Securities Group reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,312 Equity Commonwealth shares in Q4 2024, an estimated $26K.
  • Summit Securities Group first reported a position in Equity Commonwealth in Q1 2024 and held it in 3 quarters.
  • Summit Securities Group's Equity Commonwealth position peaked at $26K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.