Achmea Investment Management’s Equitable Holdings EQH Stock Holding History

Achmea Investment Management’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,983	Closed	-$797K	–	419
2024 Q1	$797K	Buy	+20,983	New	+$714K	0.02%	380
2023 Q4	–	Sell	-16,323	Closed	-$464K	–	484
2023 Q3	$464K	Sell	16,323 -36,238	-69%	-$1.02M	0.01%	447
2023 Q2	$1.43M	Buy	52,561 +2,101	+4%	+$53.2K	0.03%	385
2023 Q1	$1.28M	Buy	50,460 +10,470	+26%	+$309K	0.04%	359
2022 Q4	$1.07M	Buy	39,990 +39,527	+8,537%	+$1.17M	0.04%	391
2022 Q3	$12K	Hold	463	–	–	﹤0.01%	637
2022 Q2	$13K	Buy	+463	New	+$13.4K	﹤0.01%	624
2021 Q2	–	Sell	-180,658	Closed	-$5.89M	–	505
2021 Q1	$5.89M	Sell	180,658 -35,424	-16%	-$1.02M	0.21%	140
2020 Q4	$5.53M	Buy	216,082 +11,839	+6%	+$277K	0.2%	140
2020 Q3	$3.73M	Buy	+204,243	New	+$4.11M	0.16%	174
2020 Q2	–	Sell	-443,269	Closed	-$6.41M	–	307
2020 Q1	$6.41M	Buy	443,269 +349,625	+373%	+$7.64M	0.29%	76
2019 Q4	$2.32M	Hold	93,644	–	–	0.09%	227
2019 Q3	$2.08M	Hold	93,644	–	–	0.08%	247
2019 Q2	$1.96M	Buy	+93,644	New	+$2.01M	0.07%	278

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Achmea Investment Management's EQH Position: Q2 2024 in Review

Achmea Investment Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 20,983 shares — an estimated $797K sold.

Achmea Investment Management first reported a position in EQH in Q2 2019 and held it in 14 quarters. The position peaked at $6.41M in Q1 2020. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Achmea Investment Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Achmea Investment Management sold 20,983 Equitable Holdings shares in Q2 2024, an estimated $797K.
Achmea Investment Management first reported a position in Equitable Holdings in Q2 2019 and held it in 14 quarters.
Achmea Investment Management's Equitable Holdings position peaked at $6.41M in Q1 2020.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Achmea Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.