Arden Trust’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,736
Closed -$337K 288
2022
Q4
$337K Sell
11,736
-26
-0.2% -$770 0.07% 209
2022
Q3
$310K Buy
11,762
+307
+3% +$8.73K 0.08% 214
2022
Q2
$298K Sell
11,455
-311
-3% -$9.01K 0.07% 221
2022
Q1
$363K Sell
11,766
-102
-0.9% -$3.36K 0.07% 208
2021
Q4
$389K Sell
11,868
-125
-1% -$4.1K 0.07% 228
2021
Q3
$356K Buy
11,993
+1,749
+17% +$52.9K 0.06% 229
2021
Q2
$312K Sell
10,244
-343
-3% -$11.2K 0.05% 250
2021
Q1
$345K Sell
10,587
-378
-3% -$10.9K 0.06% 241
2020
Q4
$280K Buy
10,965
+7
+0.1% +$164 0.05% 260
2020
Q3
$200K Buy
10,958
+737
+7% +$14.8K 0.04% 297
2020
Q2
$197K Buy
10,221
+821
+9% +$14.7K 0.04% 307
2020
Q1
$136K Buy
+9,400
New +$205K 0.03% 336

Other funds holding EQH

Arden Trust's EQH Position: Q1 2023 in Review

Arden Trust sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 11,736 shares — an estimated $337K sold.

Arden Trust first reported a position in EQH in Q1 2020 and held it in 12 quarters. The position peaked at $389K in Q4 2021. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Arden Trust reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
  • Arden Trust sold 11,736 Equitable Holdings shares in Q1 2023, an estimated $337K.
  • Arden Trust first reported a position in Equitable Holdings in Q1 2020 and held it in 12 quarters.
  • Arden Trust's Equitable Holdings position peaked at $389K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Arden Trust's 13F filing for Q1 2023, filed 17 Apr 2023.