Uncommon Cents Investing’s Equus Total Return EQS Stock Holding History

Uncommon Cents Investing’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,822	Closed	-$2.48K	–	269
2024 Q3	$2.48K	Buy	+1,822	New	+$2.47K	﹤0.01%	407

Other funds holding EQS

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Uncommon Cents Investing's EQS Position: Q4 2024 in Review

Uncommon Cents Investing sold out of Equus Total Return (EQS) in Q4 2024, closing a stake of 1,822 shares — an estimated $2.48K sold.

Uncommon Cents Investing first reported a position in EQS in Q3 2024 and held it in 1 quarter. The position peaked at $2.48K in Q3 2024. 9 funds tracked by Wall St. Rank hold EQS as of Q4 2024.

Uncommon Cents Investing reported no remaining Equus Total Return position as of Q4 2024 after selling out during the quarter.
Uncommon Cents Investing sold 1,822 Equus Total Return shares in Q4 2024, an estimated $2.48K.
Uncommon Cents Investing first reported a position in Equus Total Return in Q3 2024 and held it in 1 quarter.
Uncommon Cents Investing's Equus Total Return position peaked at $2.48K in Q3 2024.
9 funds tracked by Wall St. Rank held Equus Total Return as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.