Banque Cantonale Vaudoise’s Equitable Holdings EQH Stock Holding History

Banque Cantonale Vaudoise’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 Q4	–	Sell	-5,838	Closed	-$166K	–	1080
2023 Q3	$166K	Buy	5,838 +1,738	+42%	+$49.1K	0.01%	723
2023 Q2	$111K	Hold	4,100	–	–	0.01%	840
2023 Q1	$104K	Hold	4,100	–	–	0.01%	853
2022 Q4	$118K	Hold	4,100	–	–	0.01%	823
2022 Q3	$108K	Hold	4,100	–	–	0.01%	858
2022 Q2	$107K	Sell	4,100 -1,200	-23%	-$34.8K	0.01%	876
2022 Q1	$164K	Hold	5,300	–	–	0.01%	840
2021 Q4	$173K	Hold	5,300	–	–	0.01%	861
2021 Q3	$157K	Hold	5,300	–	–	0.01%	857
2021 Q2	$161K	Hold	5,300	–	–	0.01%	875
2021 Q1	$173K	Hold	5,300	–	–	0.01%	805
2020 Q4	$136K	Hold	5,300	–	–	0.01%	801
2020 Q3	$97K	Hold	5,300	–	–	0.01%	833
2020 Q2	$102K	Hold	5,300	–	–	0.01%	777
2020 Q1	$76K	Hold	5,300	–	–	0.01%	802
2019 Q4	$131K	Buy	+5,300	New	+$123K	0.01%	778

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Banque Cantonale Vaudoise's EQH Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 5,838 shares — an estimated $166K sold.

Banque Cantonale Vaudoise first reported a position in EQH in Q4 2019 and held it in 16 quarters. The position peaked at $173K in Q4 2021. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 5,838 Equitable Holdings shares in Q4 2023, an estimated $166K.
Banque Cantonale Vaudoise first reported a position in Equitable Holdings in Q4 2019 and held it in 16 quarters.
Banque Cantonale Vaudoise's Equitable Holdings position peaked at $173K in Q4 2021.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.