Truist Financial
EQC

Truist Financial’s Equity Commonwealth EQC Stock Holding History

Truist 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
2024
Q3 		– Sell
-27,287
Closed -$529K – 2761
2024
Q2 		$529K Sell
27,287
-6,318
-19% -$120K ﹤0.01% 1939
2024
Q1 		$634K Buy
33,605
+1,477
+5% +$28.1K ﹤0.01% 1838
2023
Q4 		$617K Buy
32,128
+21,856
+213% +$413K ﹤0.01% 1855
2023
Q3 		$189K Buy
+10,272
New +$199K ﹤0.01% 2454
2023
Q1 		– Sell
-12,632
Closed -$315K – 2690
2022
Q4 		$315K Sell
12,632
-11,347
-47% -$290K ﹤0.01% 2218
2022
Q3 		$584K Sell
23,979
-1,251
-5% -$33.6K ﹤0.01% 1743
2022
Q2 		$695K Sell
25,230
-2,632
-9% -$71.1K ﹤0.01% 1720
2022
Q1 		$786K Buy
27,862
+7,044
+34% +$188K ﹤0.01% 1753
2021
Q4 		$539K Sell
20,818
-8,286
-28% -$216K ﹤0.01% 1971
2021
Q3 		$756K Sell
29,104
-595
-2% -$15.7K ﹤0.01% 1768
2021
Q2 		$778K Buy
29,699
+718
+2% +$20K ﹤0.01% 1784
2021
Q1 		$806K Buy
28,981
+4,736
+20% +$134K ﹤0.01% 1713
2020
Q4 		$661K Sell
24,245
-4,768
-16% -$127K ﹤0.01% 1723
2020
Q3 		$772K Buy
29,013
+16,027
+123% +$495K ﹤0.01% 1485
2020
Q2 		$418K Buy
+12,986
New +$429K ﹤0.01% 1723
2020
Q1 		– Sell
-21,482
Closed -$705K – 2597
2019
Q4 		$705K Buy
+21,482
New +$691K ﹤0.01% 1639

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
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

Truist Financial's EQC Position: Q3 2024 in Review

Truist Financial sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 27,287 shares — an estimated $529K sold.

Truist Financial first reported a position in EQC in Q4 2019 and held it in 16 quarters. The position peaked at $806K in Q1 2021. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Truist Financial reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 27,287 Equity Commonwealth shares in Q3 2024, an estimated $529K.
  • Truist Financial first reported a position in Equity Commonwealth in Q4 2019 and held it in 16 quarters.
  • Truist Financial's Equity Commonwealth position peaked at $806K in Q1 2021.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.