Carroll Financial Associates’s Equitable Holdings EQH Stock Holding History

Carroll Financial Associates’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 Q4	$8K	Sell	244 -237	-49%	-$7.78K	﹤0.01%	1216
2021 Q3	$14K	Sell	481 -282	-37%	-$8.54K	﹤0.01%	1091
2021 Q2	$23K	Buy	763 +519	+213%	+$16.9K	﹤0.01%	1037
2021 Q1	$7K	Hold	244	–	–	﹤0.01%	1295
2020 Q4	$6K	Hold	244	–	–	﹤0.01%	1224
2020 Q3	$4K	Hold	244	–	–	﹤0.01%	1221
2020 Q2	$4K	Sell	244 -186	-43%	-$3.32K	﹤0.01%	1234
2020 Q1	$6K	Hold	430	–	–	﹤0.01%	1065
2019 Q4	$10K	Buy	430 +84	+24%	+$1.95K	﹤0.01%	1051
2019 Q3	$7K	Hold	346	–	–	﹤0.01%	1102
2019 Q2	$7K	Buy	346 +143	+70%	+$3.08K	﹤0.01%	1101
2019 Q1	$4K	Hold	203	–	–	﹤0.01%	1149
2018 Q4	$3K	Buy	+203	New	+$3.96K	﹤0.01%	1123

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

Carroll Financial Associates's EQH Position: Q4 2021 in Review

Carroll Financial Associates reduced its Equitable Holdings (EQH) stake by 49% in Q4 2021, selling an estimated $7.78K and leaving 244 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Carroll Financial Associates first reported a position in EQH in Q4 2018 and has held it in 13 quarters since. The position peaked at $23K in Q2 2021. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

Carroll Financial Associates held 244 shares of Equitable Holdings worth $8K as of Q4 2021.
Carroll Financial Associates sold 237 Equitable Holdings shares in Q4 2021, an estimated $7.78K.
Equitable Holdings made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1216 holding.
Carroll Financial Associates first reported a position in Equitable Holdings in Q4 2018 and has held it in 13 quarters since.
Carroll Financial Associates's Equitable Holdings position peaked at $23K in Q2 2021.
397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.