ZIG
EQC

Zullo Investment Group’s Equity Commonwealth EQC Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-125
Closed -$3.12K – 740
2022
Q4 		$3.12K Hold
125
– – ﹤0.01% 647
2022
Q3 		$3K Hold
125
– – ﹤0.01% 676
2022
Q2 		$3K Hold
125
– – ﹤0.01% 702
2022
Q1 		$4K Hold
125
– – ﹤0.01% 693
2021
Q4 		$3K Buy
+125
New +$3.25K ﹤0.01% 740

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zullo Investment Group's EQC Position: Q1 2023 in Review

Zullo Investment Group sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 125 shares — an estimated $3.12K sold.

Zullo Investment Group first reported a position in EQC in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Zullo Investment Group reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 125 Equity Commonwealth shares in Q1 2023, an estimated $3.12K.
  • Zullo Investment Group first reported a position in Equity Commonwealth in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Equity Commonwealth position peaked at $4K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.