Chilton Investment Company’s Equitable Holdings EQH Stock Holding History

Chilton Investment Company’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 Q4	–	Sell	-8,600	Closed	-$227K	–	151
2022 Q3	$227K	Sell	8,600 -349,720	-98%	-$9.94M	0.01%	148
2022 Q2	$9.34M	Sell	358,320 -970,932	-73%	-$28.1M	0.26%	38
2022 Q1	$41.1M	Buy	1,329,252 +1,258,351	+1,775%	+$41.5M	0.99%	25
2021 Q4	$2.33M	Buy	70,901 +51,096	+258%	+$1.68M	0.05%	74
2021 Q3	$587K	Sell	19,805 -153,727	-89%	-$4.65M	0.01%	113
2021 Q2	$5.28M	Buy	173,532 +32,489	+23%	+$1.06M	0.13%	52
2021 Q1	$4.6M	Buy	+141,043	New	+$4.07M	0.13%	63

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chilton Investment Company's EQH Position: Q4 2022 in Review

Chilton Investment Company sold out of Equitable Holdings (EQH) in Q4 2022, closing a stake of 8,600 shares — an estimated $227K sold.

Chilton Investment Company first reported a position in EQH in Q1 2021 and held it in 7 quarters. The position peaked at $41.1M in Q1 2022. 413 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

Chilton Investment Company reported no remaining Equitable Holdings position as of Q4 2022 after selling out during the quarter.
Chilton Investment Company sold 8,600 Equitable Holdings shares in Q4 2022, an estimated $227K.
Chilton Investment Company first reported a position in Equitable Holdings in Q1 2021 and held it in 7 quarters.
Chilton Investment Company's Equitable Holdings position peaked at $41.1M in Q1 2022.
413 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Chilton Investment Company's 13F filing for Q4 2022, filed 15 Feb 2023.