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Allred Capital Management’s Equitable Holdings EQH Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-109
Closed -$3.56K – 364
2021
Q1 		$3.56K Buy
+109
New +$3.14K ﹤0.01% 710

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Allred Capital Management's EQH Position: Q2 2021 in Review

Allred Capital Management sold out of Equitable Holdings (EQH) in Q2 2021, closing a stake of 109 shares — an estimated $3.56K sold.

Allred Capital Management first reported a position in EQH in Q1 2021 and held it in 1 quarter. The position peaked at $3.56K in Q1 2021. 384 funds tracked by Wall St. Rank hold EQH as of Q2 2021.

  • Allred Capital Management reported no remaining Equitable Holdings position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 109 Equitable Holdings shares in Q2 2021, an estimated $3.56K.
  • Allred Capital Management first reported a position in Equitable Holdings in Q1 2021 and held it in 1 quarter.
  • Allred Capital Management's Equitable Holdings position peaked at $3.56K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.