Capitolis Advisors’s Equitable Holdings EQH Stock Holding History

Capitolis 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
2022 Q1	–	Sell	-133,379	Closed	-$4.37M	–	259
2021 Q4	$4.37M	Hold	133,379	–	–	0.03%	327
2021 Q3	$4.29M	Buy	133,379 +83,746	+169%	+$2.54M	0.04%	240
2021 Q2	$1.51M	Sell	49,633 -24,812	-33%	-$809K	0.02%	284
2021 Q1	$2.43M	Sell	74,445 -99,840	-57%	-$2.88M	0.04%	229
2020 Q4	$4.46M	Buy	+174,285	New	+$4.08M	0.07%	215

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

Capitolis Advisors's EQH Position: Q1 2022 in Review

Capitolis Advisors sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 133,379 shares — an estimated $4.37M sold.

Capitolis Advisors first reported a position in EQH in Q4 2020 and held it in 5 quarters. The position peaked at $4.46M in Q4 2020. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

Capitolis Advisors reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 133,379 Equitable Holdings shares in Q1 2022, an estimated $4.37M.
Capitolis Advisors first reported a position in Equitable Holdings in Q4 2020 and held it in 5 quarters.
Capitolis Advisors's Equitable Holdings position peaked at $4.46M in Q4 2020.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.