BerganKDV Wealth Management’s Equitable Holdings EQH Stock Holding History

BerganKDV Wealth 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	$1.85K	Hold	68	–	–	﹤0.01%	698
2023 Q1	$1.73K	Hold	68	–	–	﹤0.01%	847
2022 Q4	$1.95K	Hold	68	–	–	﹤0.01%	804
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	800
2022 Q2	$2K	Hold	68	–	–	﹤0.01%	818
2022 Q1	$2K	Hold	68	–	–	﹤0.01%	846
2021 Q4	$2K	Hold	68	–	–	﹤0.01%	907
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	873
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	805
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	771
2020 Q4	$2K	Hold	68	–	–	﹤0.01%	769
2020 Q3	$1K	Hold	68	–	–	﹤0.01%	786
2020 Q2	$1K	Buy	+68	New	+$1.22K	﹤0.01%	843

Other funds holding EQH

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

T. Rowe Price Associates

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

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

Wellington Management Group

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

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board

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