Asahi Life Asset Management’s Equitable Holdings EQH Stock Holding History

Asahi Life Asset Management’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
2024 Q4	–	Sell	-8,420	Closed	-$354K	–	183
2024 Q3	$354K	Buy	8,420 +70	+0.8%	+$2.87K	0.21%	130
2024 Q2	$341K	Sell	8,350 -1,110	-12%	-$43.5K	0.23%	100
2024 Q1	$360K	Sell	9,460 -1,340	-12%	-$45.6K	0.22%	115
2023 Q4	$360K	Hold	10,800	–	–	0.19%	104
2023 Q3	$307K	Sell	10,800 -190	-2%	-$5.36K	0.11%	117
2023 Q2	$298K	Buy	+10,990	New	+$278K	0.1%	147
2022 Q4	–	Sell	-5,680	Closed	-$150K	–	220
2022 Q3	$150K	Buy	+5,680	New	+$161K	0.05%	191
2022 Q2	–	Sell	-10,830	Closed	-$335K	–	260
2022 Q1	$335K	Buy	+10,830	New	+$357K	0.05%	158
2021 Q4	–	Sell	-5,800	Closed	-$172K	–	213
2021 Q3	$172K	Buy	5,800 +100	+2%	+$3.03K	0.02%	208
2021 Q2	$174K	Buy	+5,700	New	+$186K	0.02%	216
2020 Q4	–	Sell	-10,570	Closed	-$193K	–	221
2020 Q3	$193K	Buy	+10,570	New	+$213K	0.03%	196
2019 Q4	–	Sell	-16,140	Closed	-$358K	–	213
2019 Q3	$358K	Buy	+16,140	New	+$346K	0.06%	117

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Asahi Life Asset Management's EQH Position: Q4 2024 in Review

Asahi Life Asset Management sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 8,420 shares — an estimated $354K sold.

Asahi Life Asset Management first reported a position in EQH in Q3 2019 and held it in 12 quarters. The position peaked at $360K in Q4 2023. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

Asahi Life Asset Management reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
Asahi Life Asset Management sold 8,420 Equitable Holdings shares in Q4 2024, an estimated $354K.
Asahi Life Asset Management first reported a position in Equitable Holdings in Q3 2019 and held it in 12 quarters.
Asahi Life Asset Management's Equitable Holdings position peaked at $360K in Q4 2023.
532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Asahi Life Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.