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AGF Investments Inc’s Equitable Holdings EQH Stock Holding History

AGF Investments Inc’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
2021
Q4 		– Sell
-36,140
Closed -$1.07M – 738
2021
Q3 		$1.07M Sell
36,140
-1,434
-4% -$43.4K 0.01% 414
2021
Q2 		$1.14M Buy
+37,574
New +$1.23M 0.01% 412

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

AGF Investments Inc's EQH Position: Q4 2021 in Review

AGF Investments Inc sold out of Equitable Holdings (EQH) in Q4 2021, closing a stake of 36,140 shares — an estimated $1.07M sold.

AGF Investments Inc first reported a position in EQH in Q2 2021 and held it in 2 quarters. The position peaked at $1.14M in Q2 2021. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

  • AGF Investments Inc reported no remaining Equitable Holdings position as of Q4 2021 after selling out during the quarter.
  • AGF Investments Inc sold 36,140 Equitable Holdings shares in Q4 2021, an estimated $1.07M.
  • AGF Investments Inc first reported a position in Equitable Holdings in Q2 2021 and held it in 2 quarters.
  • AGF Investments Inc's Equitable Holdings position peaked at $1.14M in Q2 2021.
  • 397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

Based on AGF Investments Inc's 13F filing for Q4 2021, filed 1 Feb 2022.