ALPS Advisors’s Equitable Holdings EQH Stock Holding History

ALPS Advisors’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
2023 Q1	–	Sell	-10,541	Closed	-$303K	–	1057
2022 Q4	$303K	Sell	10,541 -47	-0.4%	-$1.39K	﹤0.01%	885
2022 Q3	$279K	Buy	+10,588	New	+$301K	﹤0.01%	913

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ALPS Advisors's EQH Position: Q1 2023 in Review

ALPS Advisors sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 10,541 shares — an estimated $303K sold.

ALPS Advisors first reported a position in EQH in Q3 2022 and held it in 2 quarters. The position peaked at $303K in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

ALPS Advisors reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
ALPS Advisors sold 10,541 Equitable Holdings shares in Q1 2023, an estimated $303K.
ALPS Advisors first reported a position in Equitable Holdings in Q3 2022 and held it in 2 quarters.
ALPS Advisors's Equitable Holdings position peaked at $303K in Q4 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.