Capital Analysts LLC’s Equitable Holdings EQH Stock Holding History

Capital Analysts LLC’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	–	Sell	-40	Closed	-$1K	–	996
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	905
2021 Q1	$1K	Buy	+40	New	+$1.15K	﹤0.01%	1010

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

Capital Analysts LLC's EQH Position: Q3 2021 in Review

Capital Analysts LLC sold out of Equitable Holdings (EQH) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EQH in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

Capital Analysts LLC reported no remaining Equitable Holdings position as of Q3 2021 after selling out during the quarter.
Capital Analysts LLC sold 40 Equitable Holdings shares in Q3 2021, an estimated $1K.
Capital Analysts LLC first reported a position in Equitable Holdings in Q1 2021 and held it in 2 quarters.
Capital Analysts LLC's Equitable Holdings position peaked at $1K in Q2 2021.
374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Capital Analysts LLC's 13F filing for Q3 2021, filed 4 Nov 2021.