Baker Avenue Asset Management’s Equitable Holdings EQH Stock Holding History

Baker Avenue 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
2023 Q2	–	Sell	-22	Closed	-$559	–	1637
2023 Q1	$559	Sell	22 -52	-70%	-$1.53K	﹤0.01%	1382
2022 Q4	$2.12K	Buy	+74	New	+$2.19K	﹤0.01%	928

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management's EQH Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 22 shares — an estimated $559 sold.

Baker Avenue Asset Management first reported a position in EQH in Q4 2022 and held it in 2 quarters. The position peaked at $2.12K in Q4 2022. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

Baker Avenue Asset Management reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 22 Equitable Holdings shares in Q2 2023, an estimated $559.
Baker Avenue Asset Management first reported a position in Equitable Holdings in Q4 2022 and held it in 2 quarters.
Baker Avenue Asset Management's Equitable Holdings position peaked at $2.12K in Q4 2022.
380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.