ZIM
EQC

Zacks Investment Management’s Equity Commonwealth EQC Stock Holding History

Zacks Investment Management’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
-103,549
Closed -$1.96M – 727
2024
Q1 		$1.96M Buy
103,549
+26,070
+34% +$495K 0.02% 314
2023
Q4 		$1.49M Sell
77,479
-9,683
-11% -$183K 0.02% 328
2023
Q3 		$1.6M Sell
87,162
-1,153
-1% -$22.4K 0.02% 308
2023
Q2 		$1.79M Buy
88,315
+8,068
+10% +$167K 0.02% 302
2023
Q1 		$1.66M Buy
80,247
+13,067
+19% +$303K 0.02% 301
2022
Q4 		$1.68M Sell
67,180
-5,264
-7% -$135K 0.02% 296
2022
Q3 		$1.76M Buy
72,444
+13,109
+22% +$353K 0.03% 281
2022
Q2 		$1.63M Buy
+59,335
New +$1.6M 0.02% 280
2020
Q3 		– Sell
-65,194
Closed -$2.1M – 573
2020
Q2 		$2.1M Sell
65,194
-45,393
-41% -$1.5M 0.05% 194
2020
Q1 		$3.51M Buy
110,587
+4,131
+4% +$132K 0.09% 144
2019
Q4 		$3.5M Sell
106,456
-2,741
-3% -$88.1K 0.07% 182
2019
Q3 		$3.74M Buy
109,197
+49,225
+82% +$1.65M 0.07% 170
2019
Q2 		$1.95M Buy
+59,972
New +$1.95M 0.04% 267
2013
Q4 		– Sell
-18,893
Closed -$414K – 759
2013
Q3 		$414K Sell
18,893
-580
-3% -$13.8K 0.02% 404
2013
Q2 		$450K Buy
+19,473
New +$420K 0.02% 333

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Zacks Investment Management's EQC Position: Q2 2024 in Review

Zacks Investment Management sold out of Equity Commonwealth (EQC) in Q2 2024, closing a stake of 103,549 shares — an estimated $1.96M sold.

Zacks Investment Management first reported a position in EQC in Q2 2013 and held it in 15 quarters. The position peaked at $3.74M in Q3 2019. 260 funds tracked by Wall St. Rank hold EQC as of Q2 2024.

  • Zacks Investment Management reported no remaining Equity Commonwealth position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 103,549 Equity Commonwealth shares in Q2 2024, an estimated $1.96M.
  • Zacks Investment Management first reported a position in Equity Commonwealth in Q2 2013 and held it in 15 quarters.
  • Zacks Investment Management's Equity Commonwealth position peaked at $3.74M in Q3 2019.
  • 260 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.