Bain Capital Public Equity’s Equitable Holdings EQH Stock Holding History

Bain Capital Public Equity’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
2025 Q1	–	Sell	-104,514	Closed	-$4.93M	–	23
2024 Q4	$4.93M	Sell	104,514 -19,818	-16%	-$915K	3.2%	15
2024 Q3	$5.23M	Buy	124,332 +58,017	+87%	+$2.38M	3.63%	10
2024 Q2	$2.71M	Buy	+66,315	New	+$2.6M	2.58%	18

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bain Capital Public Equity's EQH Position: Q1 2025 in Review

Bain Capital Public Equity sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 104,514 shares — an estimated $4.93M sold.

Bain Capital Public Equity first reported a position in EQH in Q2 2024 and held it in 3 quarters. The position peaked at $5.23M in Q3 2024. 576 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

Bain Capital Public Equity reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
Bain Capital Public Equity sold 104,514 Equitable Holdings shares in Q1 2025, an estimated $4.93M.
Bain Capital Public Equity first reported a position in Equitable Holdings in Q2 2024 and held it in 3 quarters.
Bain Capital Public Equity's Equitable Holdings position peaked at $5.23M in Q3 2024.
576 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Bain Capital Public Equity's 13F filing for Q1 2025, filed 15 May 2025.