SW
EQC

SVB Wealth’s Equity Commonwealth EQC Stock Holding History

SVB Wealth’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
2021
Q4 		– Sell
-18,267
Closed -$475K – 968
2021
Q3 		$475K Sell
18,267
-142
-0.8% -$3.73K 0.01% 616
2021
Q2 		$482K Buy
18,409
+9,036
+96% +$251K 0.01% 588
2021
Q1 		$260K Buy
+9,373
New +$265K ﹤0.01% 749
2020
Q4 		– Sell
-10,163
Closed -$271K – 890
2020
Q3 		$271K Buy
+10,163
New +$314K ﹤0.01% 552

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SVB Wealth's EQC Position: Q4 2021 in Review

SVB Wealth sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 18,267 shares — an estimated $475K sold.

SVB Wealth first reported a position in EQC in Q3 2020 and held it in 4 quarters. The position peaked at $482K in Q2 2021. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

  • SVB Wealth reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 18,267 Equity Commonwealth shares in Q4 2021, an estimated $475K.
  • SVB Wealth first reported a position in Equity Commonwealth in Q3 2020 and held it in 4 quarters.
  • SVB Wealth's Equity Commonwealth position peaked at $482K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.