Barrett Asset Management’s Equitable Holdings EQH Stock Holding History

Barrett 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
2022 Q1	–	Sell	-103	Closed	-$3K	–	301
2021 Q4	$3K	Buy	+103	New	+$3.38K	﹤0.01%	573

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Barrett Asset Management's EQH Position: Q1 2022 in Review

Barrett Asset Management sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 103 shares — an estimated $3K sold.

Barrett Asset Management first reported a position in EQH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

Barrett Asset Management reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 103 Equitable Holdings shares in Q1 2022, an estimated $3K.
Barrett Asset Management first reported a position in Equitable Holdings in Q4 2021 and held it in 1 quarter.
Barrett Asset Management's Equitable Holdings position peaked at $3K in Q4 2021.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.