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Banque Pictet & Cie’s Equitable Holdings EQH Stock Holding History

Banque Pictet & Cie’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 		– Sell
-11,382
Closed -$327K – 582
2022
Q4 		$327K Buy
11,382
+930
+9% +$27.5K ﹤0.01% 554
2022
Q3 		$275K Sell
10,452
-6,725
-39% -$191K ﹤0.01% 576
2022
Q2 		$448K Buy
+17,177
New +$498K ﹤0.01% 539

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Banque Pictet & Cie's EQH Position: Q1 2023 in Review

Banque Pictet & Cie sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 11,382 shares — an estimated $327K sold.

Banque Pictet & Cie first reported a position in EQH in Q2 2022 and held it in 3 quarters. The position peaked at $448K in Q2 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Banque Pictet & Cie reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 11,382 Equitable Holdings shares in Q1 2023, an estimated $327K.
  • Banque Pictet & Cie first reported a position in Equitable Holdings in Q2 2022 and held it in 3 quarters.
  • Banque Pictet & Cie's Equitable Holdings position peaked at $448K in Q2 2022.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Banque Pictet & Cie's 13F filing for Q1 2023, filed 1 May 2023.