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Advisor Group’s Equitable Holdings EQH Stock Holding History

Advisor Group’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
2019
Q4 		$52K Sell
2,042
-124
-6% -$2.87K ﹤0.01% 3383
2019
Q3 		$49K Buy
2,166
+62
+3% +$1.33K ﹤0.01% 3405
2019
Q2 		$44K Buy
2,104
+584
+38% +$12.6K ﹤0.01% 3458
2019
Q1 		$30K Sell
1,520
-545
-26% -$10.4K ﹤0.01% 3721
2018
Q4 		$33K Buy
2,065
+215
+12% +$4.19K ﹤0.01% 3477
2018
Q3 		$40K Buy
1,850
+1,410
+320% +$30.9K ﹤0.01% 3440
2018
Q2 		$9K Buy
+440
New +$9.37K ﹤0.01% 4115

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's EQH Position: Q4 2019 in Review

Advisor Group reduced its Equitable Holdings (EQH) stake by 5.7% in Q4 2019, selling an estimated $2.87K and leaving 2,042 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Advisor Group first reported a position in EQH in Q2 2018 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold EQH as of Q4 2019.

  • Advisor Group held 2,042 shares of Equitable Holdings worth $52K as of Q4 2019.
  • Advisor Group sold 124 Equitable Holdings shares in Q4 2019, an estimated $2.87K.
  • Equitable Holdings made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3383 holding.
  • Advisor Group first reported a position in Equitable Holdings in Q2 2018 and has held it in 7 quarters since.
  • 278 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.