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Caption Management’s Equitable Holdings EQH Stock Holding History

Caption 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
2026
Q1 		$1.11M Buy
+30,000
New +$1.29M 0.01% 995

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's EQH Position: Q4 2021 in Review

Caption Management sold out of Equitable Holdings (EQH) in Q4 2021, closing a stake of 20,000 shares — an estimated $593K sold.

Caption Management first reported a position in EQH in Q3 2020 and held it in 3 quarters. The position peaked at $593K in Q3 2021. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

  • Caption Management reported no remaining Equitable Holdings position as of Q4 2021 after selling out during the quarter.
  • Caption Management sold 20,000 Equitable Holdings shares in Q4 2021, an estimated $593K.
  • Caption Management first reported a position in Equitable Holdings in Q3 2020 and held it in 3 quarters.
  • Caption Management's Equitable Holdings position peaked at $593K in Q3 2021.
  • 397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

Based on Caption Management's 13F filing for Q4 2021, filed 11 Feb 2022.