BC
EQH icon

Brookfield Corp’s Equitable Holdings EQH Stock Holding History

Brookfield Corp’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 		– Sell
-489,194
Closed -$12.4M – 638
2023
Q1 		$12.4M Buy
489,194
+220,675
+82% +$6.51M 0.05% 143
2022
Q4 		$7.71M Buy
+268,519
New +$7.95M 0.03% 187
2022
Q3 		– Sell
-323,129
Closed -$8.42M – 664
2022
Q2 		$8.42M Buy
323,129
+30,764
+11% +$892K 0.04% 175
2022
Q1 		$9.04M Buy
292,365
+93,317
+47% +$3.08M 0.03% 167
2021
Q4 		$6.53M Buy
199,048
+107,073
+116% +$3.51M 0.03% 179
2021
Q3 		$2.73M Sell
91,975
-42,705
-32% -$1.29M 0.01% 301
2021
Q2 		$4.1M Buy
+134,680
New +$4.39M 0.02% 246
2021
Q1 		– Sell
-82,734
Closed -$2.12M – 490
2020
Q4 		$2.12M Sell
82,734
-23,606
-22% -$552K 0.01% 277
2020
Q3 		$1.94M Buy
+106,340
New +$2.14M 0.01% 248

Other funds holding EQH

Vanguard Group
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
BlackRock New York $5.7T 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
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
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return