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Aspen Investment Management’s EQT Corp EQT Stock Holding History

Aspen Investment Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,800
Closed -$316K – 144
2023
Q3 		$316K Buy
+7,800
New +$323K 0.19% 115

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aspen Investment Management's EQT Position: Q4 2023 in Review

Aspen Investment Management sold out of EQT Corp (EQT) in Q4 2023, closing a stake of 7,800 shares — an estimated $316K sold.

Aspen Investment Management first reported a position in EQT in Q3 2023 and held it in 1 quarter. The position peaked at $316K in Q3 2023. 649 funds tracked by Wall St. Rank hold EQT as of Q4 2023.

  • Aspen Investment Management reported no remaining EQT Corp position as of Q4 2023 after selling out during the quarter.
  • Aspen Investment Management sold 7,800 EQT Corp shares in Q4 2023, an estimated $316K.
  • Aspen Investment Management first reported a position in EQT Corp in Q3 2023 and held it in 1 quarter.
  • Aspen Investment Management's EQT Corp position peaked at $316K in Q3 2023.
  • 649 funds tracked by Wall St. Rank held EQT Corp as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.