UBS AM
EQC

UBS AM’s Equity Commonwealth EQC Stock Holding History

UBS AM’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
-384,954
Closed -$7.66M – 2773
2024
Q3 		$7.66M Buy
384,954
+208,208
+118% +$4.15M ﹤0.01% 1355
2024
Q2 		$3.43M Sell
176,746
-90,046
-34% -$1.72M ﹤0.01% 1705
2024
Q1 		$5.04M Sell
266,792
-17,710
-6% -$336K ﹤0.01% 1247
2023
Q4 		$5.46M Buy
284,502
+89,188
+46% +$1.69M ﹤0.01% 1208
2023
Q3 		$3.59M Sell
195,314
-3,421
-2% -$66.4K ﹤0.01% 1356
2023
Q2 		$4.12M Hold
198,735
– – ﹤0.01% 1326
2023
Q1 		$4.12M Sell
198,735
-303,522
-60% -$7.04M ﹤0.01% 1326
2022
Q4 		$12.5M Buy
502,257
+21,170
+4% +$541K 0.01% 859
2022
Q3 		$11.7M Sell
481,087
-63,460
-12% -$1.71M 0.01% 905
2022
Q2 		$15M Sell
544,547
-44,729
-8% -$1.21M 0.01% 811
2022
Q1 		$16.6M Sell
589,276
-36,114
-6% -$965K 0.01% 897
2021
Q4 		$16.2M Buy
625,390
+65,189
+12% +$1.7M 0.01% 953
2021
Q3 		$14.6M Sell
560,201
-573,249
-51% -$15.1M 0.01% 955
2021
Q2 		$29.7M Buy
1,133,450
+72,139
+7% +$2.01M 0.01% 782
2021
Q1 		$29.5M Sell
1,061,311
-27,460
-3% -$776K 0.01% 766
2020
Q4 		$29.7M Sell
1,088,771
-28,500
-3% -$760K 0.01% 743
2020
Q3 		$29.8M Sell
1,117,271
-48,397
-4% -$1.5M 0.02% 662
2020
Q2 		$37.5M Sell
1,165,668
-1,890
-0.2% -$62.4K 0.02% 576
2020
Q1 		$37M Sell
1,167,558
-46,229
-4% -$1.48M 0.03% 538
2019
Q4 		$39.8M Buy
1,213,787
+112,213
+10% +$3.61M 0.02% 598
2019
Q3 		$37.7M Buy
1,101,574
+47,759
+5% +$1.6M 0.03% 599
2019
Q2 		$34.3M Sell
1,053,815
-100,538
-9% -$3.26M 0.02% 628
2019
Q1 		$37.7M Buy
1,154,353
+705,028
+157% +$22.6M 0.03% 571
2018
Q4 		$13.5M Buy
449,325
+40,272
+10% +$1.23M 0.01% 797
2018
Q3 		$13.1M Buy
409,053
+253,077
+162% +$8.05M 0.01% 864
2018
Q2 		$4.91M Sell
155,976
-23,537
-13% -$728K ﹤0.01% 1154
2018
Q1 		$5.51M Sell
179,513
-163,798
-48% -$4.87M ﹤0.01% 1111
2017
Q4 		$10.5M Buy
343,311
+36,020
+12% +$1.09M 0.01% 911
2017
Q3 		$9.34M Buy
307,291
+13,703
+5% +$424K 0.01% 921
2017
Q2 		$9.28M Sell
293,588
-130,932
-31% -$4.14M 0.01% 912
2017
Q1 		$13.3M Buy
424,520
+9,235
+2% +$286K 0.01% 836
2016
Q4 		$12.6M Buy
415,285
+170,767
+70% +$5.05M 0.01% 815
2016
Q3 		$7.39M Buy
244,518
+97
+0% +$2.93K 0.01% 943
2016
Q2 		$7.12M Buy
244,421
+12,569
+5% +$357K 0.01% 944
2016
Q1 		$6.54M Sell
231,852
-72,998
-24% -$1.97M 0.01% 960
2015
Q4 		$8.45M Buy
304,850
+21,183
+7% +$593K 0.01% 901
2015
Q3 		$7.73M Buy
283,667
+41,938
+17% +$1.11M 0.01% 928
2015
Q2 		$6.21M Buy
241,729
+21,716
+10% +$566K 0.01% 1010
2015
Q1 		$5.84M Buy
220,013
+4,900
+2% +$129K 0.01% 1016
2014
Q4 		$5.52M Buy
215,113
+15,194
+8% +$388K 0.01% 1011
2014
Q3 		$5.14M Buy
199,919
+200
+0.1% +$5.33K 0.01% 1028
2014
Q2 		$5.26M Buy
199,719
+8,700
+5% +$229K 0.01% 1023
2014
Q1 		$5.02M Buy
191,019
+14,990
+9% +$383K 0.01% 1038
2013
Q4 		$4.1M Buy
176,029
+11,000
+7% +$261K ﹤0.01% 1047
2013
Q3 		$3.62M Sell
165,029
-12,800
-7% -$305K ﹤0.01% 1061
2013
Q2 		$4.11M Buy
+177,829
New +$3.84M 0.01% 1004

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

UBS AM's EQC Position: Q4 2024 in Review

UBS AM sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 384,954 shares — an estimated $7.66M sold.

UBS AM first reported a position in EQC in Q2 2013 and held it in 46 quarters. The position peaked at $39.8M in Q4 2019. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • UBS AM reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • UBS AM sold 384,954 Equity Commonwealth shares in Q4 2024, an estimated $7.66M.
  • UBS AM first reported a position in Equity Commonwealth in Q2 2013 and held it in 46 quarters.
  • UBS AM's Equity Commonwealth position peaked at $39.8M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on UBS AM's 13F filing for Q4 2024, filed 14 Feb 2025.