Berman Capital Advisors’s Equitable Holdings EQH Stock Holding History

Berman Capital Advisors’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
2021 Q3	$42K	Buy	1,435 +68	+5%	+$2.06K	0.01%	739
2021 Q2	$41K	Buy	1,367 +140	+11%	+$4.57K	0.01%	654
2021 Q1	$40K	Hold	1,227	–	–	0.01%	559
2020 Q4	$31K	Buy	1,227 +3	+0.2%	+$70	0.01%	547
2020 Q3	$22K	Sell	1,224 -194	-14%	-$3.9K	0.01%	547
2020 Q2	$27K	Buy	1,418 +721	+103%	+$12.9K	0.01%	462
2020 Q1	$10K	Buy	+697	New	+$15.2K	﹤0.01%	663

Other funds holding EQH

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

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

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

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

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

Berman Capital Advisors's EQH Position: Q3 2021 in Review

Berman Capital Advisors increased its Equitable Holdings (EQH) stake by 5% in Q3 2021, buying an estimated $2.06K and bringing the position to 1,435 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #739.

Berman Capital Advisors first reported a position in EQH in Q1 2020 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

Berman Capital Advisors held 1,435 shares of Equitable Holdings worth $42K as of Q3 2021.
Berman Capital Advisors bought 68 Equitable Holdings shares in Q3 2021, an estimated $2.06K.
Equitable Holdings made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #739 holding.
Berman Capital Advisors first reported a position in Equitable Holdings in Q1 2020 and has held it in 7 quarters since.
374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.