Aperio Group’s Equitable Holdings EQH Stock Holding History

Aperio Group’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	$12.6M	Sell	491,095 -241,505	-33%	-$5.65M	0.04%	466
2020 Q3	$13.4M	Buy	732,600 +88,403	+14%	+$1.78M	0.05%	385
2020 Q2	$12.4M	Buy	644,197 +490,209	+318%	+$8.76M	0.05%	392
2020 Q1	$2.23M	Sell	153,988 -141,953	-48%	-$3.1M	0.01%	980
2019 Q4	$7.33M	Sell	295,941 -106,185	-26%	-$2.46M	0.03%	596
2019 Q3	$8.91M	Sell	402,126 -207,579	-34%	-$4.45M	0.04%	511
2019 Q2	$12.7M	Buy	609,705 +530,883	+674%	+$11.4M	0.05%	400
2019 Q1	$1.59M	Buy	78,822 +2,433	+3%	+$46.4K	0.01%	1141
2018 Q4	$1.27M	Sell	76,389 -168,448	-69%	-$3.29M	0.01%	1177
2018 Q3	$5.25M	Buy	+244,837	New	+$5.37M	0.02%	667

Other funds holding EQH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Aperio Group's EQH Position: Q4 2020 in Review

Aperio Group reduced its Equitable Holdings (EQH) stake by 33% in Q4 2020, selling an estimated $5.65M and leaving 491,095 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #466.

Aperio Group first reported a position in EQH in Q3 2018 and has held it in 10 quarters since. The position peaked at $13.4M in Q3 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

Aperio Group held 491,095 shares of Equitable Holdings worth $12.6M as of Q4 2020.
Aperio Group sold 241,505 Equitable Holdings shares in Q4 2020, an estimated $5.65M.
Equitable Holdings made up 0.04% of Aperio Group's portfolio in Q4 2020, its #466 holding.
Aperio Group first reported a position in Equitable Holdings in Q3 2018 and has held it in 10 quarters since.
Aperio Group's Equitable Holdings position peaked at $13.4M in Q3 2020.
352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.