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AJO LP’s Equitable Holdings EQH Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-2,372,034
Closed -$43.3M – 389
2020
Q3 		$43.3M Sell
2,372,034
-2,020,284
-46% -$40.6M 0.46% 67
2020
Q2 		$84.7M Sell
4,392,318
-781,696
-15% -$14M 0.77% 38
2020
Q1 		$74.8M Sell
5,174,014
-1,500,326
-22% -$32.8M 0.67% 39
2019
Q4 		$165M Sell
6,674,340
-354,608
-5% -$8.22M 0.98% 30
2019
Q3 		$156M Buy
7,028,948
+4,372,520
+165% +$93.8M 0.9% 31
2019
Q2 		$55.5M Buy
+2,656,428
New +$57.2M 0.29% 110

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
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