Conifer Management’s Equitable Holdings EQH Stock Holding History

Conifer Management’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
2026 Q1	$156M	Hold	4,200,000	–	–	29.75%	2
2025 Q4	$200M	Hold	4,200,000	–	–	33.16%	2
2025 Q3	$213M	Sell	4,200,000 -800,000	-16%	-$42.4M	33.8%	2
2025 Q2	$281M	Hold	5,000,000	–	–	36.51%	1
2025 Q1	$260M	Hold	5,000,000	–	–	39.48%	1
2024 Q4	$236M	Sell	5,000,000 -1,000,000	-17%	-$46.2M	30.4%	2
2024 Q3	$252M	Hold	6,000,000	–	–	28.87%	1
2024 Q2	$245M	Sell	6,000,000 -854,000	-12%	-$33.5M	30.06%	1
2024 Q1	$261M	Sell	6,854,000 -746,000	-10%	-$25.4M	28.75%	1
2023 Q4	$253M	Hold	7,600,000	–	–	24.57%	2
2023 Q3	$216M	Hold	7,600,000	–	–	24.32%	2
2023 Q2	$206M	Hold	7,600,000	–	–	22.65%	3
2023 Q1	$193M	Hold	7,600,000	–	–	23.16%	2
2022 Q4	$218M	Sell	7,600,000 -400,000	-5%	-$11.8M	26.53%	2
2022 Q3	$211M	Hold	8,000,000	–	–	29.98%	2
2022 Q2	$209M	Sell	8,000,000 -1,204,377	-13%	-$34.9M	31.51%	1
2022 Q1	$285M	Buy	9,204,377 +880,600	+11%	+$29M	32.6%	1
2021 Q4	$273M	Hold	8,323,777	–	–	19.11%	2
2021 Q3	$247M	Hold	8,323,777	–	–	17.04%	3
2021 Q2	$253M	Sell	8,323,777 -676,223	-8%	-$22.1M	17.1%	3
2021 Q1	$294M	Hold	9,000,000	–	–	18.04%	3
2020 Q4	$230M	Buy	9,000,000 +1,900,000	+27%	+$44.4M	13.97%	2
2020 Q3	$130M	Buy	7,100,000 +2,200,730	+45%	+$44.3M	9.07%	5
2020 Q2	$94.5M	Buy	4,899,270 +3,099,270	+172%	+$55.4M	6.53%	6
2020 Q1	$26M	Hold	1,800,000	–	–	2.05%	10
2019 Q4	$44.6M	Buy	+1,800,000	New	+$41.7M	2.14%	10

Other funds holding EQH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return