T
EQC

TCWP’s Equity Commonwealth EQC Stock Holding History

TCWP’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
Q1 		– Sell
-183,305
Closed -$4.58M – 295
2022
Q4 		$4.58M Buy
183,305
+5,970
+3% +$153K 0.93% 32
2022
Q3 		$4.32M Sell
177,335
-41,558
-19% -$1.12M 0.92% 31
2022
Q2 		$6.03M Buy
218,893
+218,819
+295,701% +$5.91M 1.28% 17
2022
Q1 		$2K Buy
+74
New +$1.98K ﹤0.01% 1412

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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's EQC Position: Q1 2023 in Review

TCWP sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 183,305 shares — an estimated $4.58M sold.

TCWP first reported a position in EQC in Q1 2022 and held it in 4 quarters. The position peaked at $6.03M in Q2 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • TCWP reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • TCWP sold 183,305 Equity Commonwealth shares in Q1 2023, an estimated $4.58M.
  • TCWP first reported a position in Equity Commonwealth in Q1 2022 and held it in 4 quarters.
  • TCWP's Equity Commonwealth position peaked at $6.03M in Q2 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.