UB
EQC

UMB Bank’s Equity Commonwealth EQC Stock Holding History

UMB Bank’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
Q2 		– Sell
-75
Closed -$1.42K – 2241
2024
Q1 		$1.42K Hold
75
– – ﹤0.01% 1650
2023
Q4 		$1.44K Hold
75
– – ﹤0.01% 1512
2023
Q3 		$1.38K Sell
75
-84
-53% -$1.63K ﹤0.01% 1562
2023
Q2 		$3.22K Buy
159
+37
+30% +$766 ﹤0.01% 1469
2023
Q1 		$2.53K Buy
122
+47
+63% +$1.09K ﹤0.01% 1504
2022
Q4 		$2K Hold
75
– – ﹤0.01% 1577
2022
Q3 		$2K Hold
75
– – ﹤0.01% 1629
2022
Q2 		$2K Hold
75
– – ﹤0.01% 1784
2022
Q1 		$2K Hold
75
– – ﹤0.01% 1863
2021
Q4 		$2K Buy
+75
New +$1.95K ﹤0.01% 1862

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

UMB Bank's EQC Position: Q2 2024 in Review

UMB Bank sold out of Equity Commonwealth (EQC) in Q2 2024, closing a stake of 75 shares — an estimated $1.42K sold.

UMB Bank first reported a position in EQC in Q4 2021 and held it in 10 quarters. The position peaked at $3.22K in Q2 2023. 260 funds tracked by Wall St. Rank hold EQC as of Q2 2024.

  • UMB Bank reported no remaining Equity Commonwealth position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 75 Equity Commonwealth shares in Q2 2024, an estimated $1.42K.
  • UMB Bank first reported a position in Equity Commonwealth in Q4 2021 and held it in 10 quarters.
  • UMB Bank's Equity Commonwealth position peaked at $3.22K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.