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Cary Street Partners Investment Advisory’s Equitable Holdings EQH Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-2,365
Closed -$67.1K – 955
2023
Q3 		$67.1K Buy
+2,365
New +$66.8K ﹤0.01% 790

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's EQH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 2,365 shares — an estimated $67.1K sold.

Cary Street Partners Investment Advisory first reported a position in EQH in Q3 2023 and held it in 1 quarter. The position peaked at $67.1K in Q3 2023. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,365 Equitable Holdings shares in Q4 2023, an estimated $67.1K.
  • Cary Street Partners Investment Advisory first reported a position in Equitable Holdings in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Equitable Holdings position peaked at $67.1K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.