Baldrige Asset Management’s Equitable Holdings EQH Stock Holding History

Baldrige 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 Q1	$1K	Buy	+23	New	+$679	﹤0.01%	345

Other funds holding EQH

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baldrige Asset Management's EQH Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Equitable Holdings (EQH) in Q1 2023: 23 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings.

391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Baldrige Asset Management held 23 shares of Equitable Holdings worth $1K as of Q1 2023.
Equitable Holdings was a new Baldrige Asset Management position in Q1 2023.
Equitable Holdings made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #345 holding.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.