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Annis Gardner Whiting Capital Advisors’s Equitable Holdings EQH Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q1 		– Sell
-43
Closed -$2.03K – 771
2024
Q4 		$2.03K Hold
43
– – ﹤0.01% 689
2024
Q3 		$1.81K Sell
43
-1,437
-97% -$59K ﹤0.01% 709
2024
Q2 		$60.5K Hold
1,480
– – 0.02% 376
2024
Q1 		$56.3K Buy
+1,480
New +$50.3K 0.02% 367

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EQH Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 43 shares — an estimated $2.03K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EQH in Q1 2024 and held it in 4 quarters. The position peaked at $60.5K in Q2 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 43 Equitable Holdings shares in Q1 2025, an estimated $2.03K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Equitable Holdings in Q1 2024 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Equitable Holdings position peaked at $60.5K in Q2 2024.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.