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Cerebellum’s Equitable Holdings EQH Stock Holding History

Cerebellum’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
2020
Q3 		$54K Buy
+2,974
New +$59.8K 0.25% 312
2019
Q4 		$559K Buy
22,541
+7,043
+45% +$163K 0.3% 99
2019
Q3 		$343K Sell
15,498
-1,014
-6% -$21.8K 0.22% 330
2019
Q2 		$345K Buy
+16,512
New +$355K 0.28% 199

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cerebellum's EQH Position: Q3 2020 in Review

Cerebellum opened a new position in Equitable Holdings (EQH) in Q3 2020: 2,974 shares worth $54K. The stake represents 0.25% of the portfolio and ranks #312 among its holdings. This is a return to the name: Cerebellum previously reported a position in EQH as recently as Q4 2019.

Cerebellum first reported a position in EQH in Q2 2019 and has held it in 4 quarters since. The position peaked at $559K in Q4 2019. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • Cerebellum held 2,974 shares of Equitable Holdings worth $54K as of Q3 2020.
  • Equitable Holdings was a new Cerebellum position in Q3 2020.
  • Equitable Holdings made up 0.25% of Cerebellum's portfolio in Q3 2020, its #312 holding.
  • Cerebellum first reported a position in Equitable Holdings in Q2 2019 and has held it in 4 quarters since.
  • Cerebellum's Equitable Holdings position peaked at $559K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.