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Arden Trust’s Equitable Holdings EQH Stock Holding History

Arden Trust’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
-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

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.