AIM
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Assured Investment Management’s Equitable Holdings EQH Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-421,950
Closed -$8.5M – 286
2019
Q1 		$8.5M Buy
421,950
+241,950
+134% +$4.62M 0.09% 77
2018
Q4 		$2.99M Buy
+180,000
New +$3.51M 0.08% 283

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Assured Investment Management's EQH Position: Q2 2019 in Review

Assured Investment Management sold out of Equitable Holdings (EQH) in Q2 2019, closing a stake of 421,950 shares — an estimated $8.5M sold.

Assured Investment Management first reported a position in EQH in Q4 2018 and held it in 2 quarters. The position peaked at $8.5M in Q1 2019. 264 funds tracked by Wall St. Rank hold EQH as of Q2 2019.

  • Assured Investment Management reported no remaining Equitable Holdings position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 421,950 Equitable Holdings shares in Q2 2019, an estimated $8.5M.
  • Assured Investment Management first reported a position in Equitable Holdings in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's Equitable Holdings position peaked at $8.5M in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.