Clean Yield Group’s Equitable Holdings EQH Stock Holding History

Clean Yield 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
2019 Q4	–	Sell	-765	Closed	-$17K	–	354
2019 Q3	$17K	Hold	765	–	–	0.01%	273
2019 Q2	$16K	Buy	+765	New	+$16.5K	0.01%	277

Other funds holding EQH

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Clean Yield Group's EQH Position: Q4 2019 in Review

Clean Yield Group sold out of Equitable Holdings (EQH) in Q4 2019, closing a stake of 765 shares — an estimated $17K sold.

Clean Yield Group first reported a position in EQH in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 278 funds tracked by Wall St. Rank hold EQH as of Q4 2019.

Clean Yield Group reported no remaining Equitable Holdings position as of Q4 2019 after selling out during the quarter.
Clean Yield Group sold 765 Equitable Holdings shares in Q4 2019, an estimated $17K.
Clean Yield Group first reported a position in Equitable Holdings in Q2 2019 and held it in 2 quarters.
Clean Yield Group's Equitable Holdings position peaked at $17K in Q3 2019.
278 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2019.

Based on Clean Yield Group's 13F filing for Q4 2019, filed 17 Jan 2020.