Clark Capital Management Group’s Equitable Holdings EQH Stock Holding History

Clark Capital Management Group’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 Q2	–	Sell	-27,988	Closed	-$865K	–	336
2022 Q1	$865K	Sell	27,988 -1,343,593	-98%	-$44.3M	0.01%	274
2021 Q4	$45M	Buy	1,371,581 +22,924	+2%	+$752K	0.55%	52
2021 Q3	$40M	Buy	1,348,657 +28,445	+2%	+$861K	0.55%	51
2021 Q2	$40.2M	Buy	1,320,212 +13,979	+1%	+$456K	0.56%	50
2021 Q1	$42.6M	Sell	1,306,233 -42,353	-3%	-$1.22M	0.65%	38
2020 Q4	$34.5M	Buy	1,348,586 +1,299,511	+2,648%	+$30.4M	0.57%	48
2020 Q3	$895K	Buy	49,075 +3,959	+9%	+$79.6K	0.02%	249
2020 Q2	$870K	Buy	45,116 +2,160	+5%	+$38.6K	0.02%	230
2020 Q1	$621K	Sell	42,956 -18,832	-30%	-$411K	0.02%	224
2019 Q4	$1.53M	Sell	61,788 -8,668	-12%	-$201K	0.03%	206
2019 Q3	$1.56M	Sell	70,456 -2,329	-3%	-$50K	0.04%	199
2019 Q2	$1.52M	Buy	+72,785	New	+$1.57M	0.03%	197

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

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

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

Clark Capital Management Group's EQH Position: Q2 2022 in Review

Clark Capital Management Group sold out of Equitable Holdings (EQH) in Q2 2022, closing a stake of 27,988 shares — an estimated $865K sold.

Clark Capital Management Group first reported a position in EQH in Q2 2019 and held it in 12 quarters. The position peaked at $45M in Q4 2021. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

Clark Capital Management Group reported no remaining Equitable Holdings position as of Q2 2022 after selling out during the quarter.
Clark Capital Management Group sold 27,988 Equitable Holdings shares in Q2 2022, an estimated $865K.
Clark Capital Management Group first reported a position in Equitable Holdings in Q2 2019 and held it in 12 quarters.
Clark Capital Management Group's Equitable Holdings position peaked at $45M in Q4 2021.
394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Clark Capital Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.