Corient Capital Partners’s Equitable Holdings EQH Stock Holding History

Corient Capital Partners’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 Q3	$242K	Hold	9,267	–	–	0.02%	537
2022 Q2	$242K	Sell	9,267 -1,933	-17%	-$56K	0.02%	551
2022 Q1	$346K	Buy	11,200 +1,764	+19%	+$58.1K	0.02%	490
2021 Q4	$310K	Buy	9,436 +242	+3%	+$7.94K	0.02%	507
2021 Q3	$273K	Buy	9,194 +969	+12%	+$29.3K	0.02%	525
2021 Q2	$250K	Buy	8,225 +454	+6%	+$14.8K	0.02%	549
2021 Q1	$253K	Buy	+7,771	New	+$224K	0.02%	498

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

Corient Capital Partners's EQH Position: Q3 2022 in Review

Corient Capital Partners held its Equitable Holdings (EQH) position steady in Q3 2022 at 9,267 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #537.

Corient Capital Partners first reported a position in EQH in Q1 2021 and has held it in 7 quarters since. The position peaked at $346K in Q1 2022. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

Corient Capital Partners held 9,267 shares of Equitable Holdings worth $242K as of Q3 2022.
Corient Capital Partners left its Equitable Holdings share count unchanged in Q3 2022.
Equitable Holdings made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #537 holding.
Corient Capital Partners first reported a position in Equitable Holdings in Q1 2021 and has held it in 7 quarters since.
Corient Capital Partners's Equitable Holdings position peaked at $346K in Q1 2022.
388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.