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Credit Suisse’s Equitable Holdings EQH Stock Holding History

Credit Suisse’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
2024
Q1 		$26.1M Sell
685,363
-109,654
-14% -$3.73M 0.02% 557
2023
Q4 		$26.5M Sell
795,017
-2,821
-0.4% -$82.6K 0.03% 581
2023
Q3 		$22.7M Sell
797,838
-46,265
-5% -$1.31M 0.02% 608
2023
Q2 		$22.9M Sell
844,103
-51,819
-6% -$1.31M 0.02% 625
2023
Q1 		$22.7M Sell
895,922
-140,884
-14% -$4.16M 0.02% 632
2022
Q4 		$29.8M Sell
1,036,806
-251,139
-19% -$7.43M 0.03% 561
2022
Q3 		$33.9M Buy
1,287,945
+353,243
+38% +$10M 0.04% 498
2022
Q2 		$24.4M Buy
934,702
+139,695
+18% +$4.05M 0.03% 624
2022
Q1 		$24.6M Buy
795,007
+63,342
+9% +$2.09M 0.02% 693
2021
Q4 		$24M Buy
731,665
+69,743
+11% +$2.29M 0.01% 1001
2021
Q3 		$19.6M Buy
661,922
+74,842
+13% +$2.27M 0.01% 1095
2021
Q2 		$17.6M Sell
587,080
-479,507
-45% -$15.6M 0.01% 1207
2021
Q1 		$34.8M Buy
1,066,587
+34,782
+3% +$1M 0.02% 873
2020
Q4 		$26.4M Sell
1,031,805
-322,153
-24% -$7.53M 0.01% 1015
2020
Q3 		$24.7M Sell
1,353,958
-1,657,763
-55% -$33.3M 0.02% 925
2020
Q2 		$58.1M Buy
3,011,721
+828,353
+38% +$14.8M 0.04% 475
2020
Q1 		$31.6M Buy
2,183,368
+1,153,969
+112% +$25.2M 0.03% 618
2019
Q4 		$25.5M Sell
1,029,399
-18,033
-2% -$418K 0.02% 893
2019
Q3 		$23.2M Sell
1,047,432
-151,306
-13% -$3.25M 0.02% 823
2019
Q2 		$25.1M Buy
1,198,738
+50,944
+4% +$1.1M 0.02% 799
2019
Q1 		$23.1M Buy
1,147,794
+716,234
+166% +$13.7M 0.02% 789
2018
Q4 		$7.18M Buy
431,560
+390,458
+950% +$7.62M 0.01% 1357
2018
Q3 		$882K Buy
41,102
+4,249
+12% +$93.2K ﹤0.01% 2953
2018
Q2 		$760K Buy
+36,853
New +$784K ﹤0.01% 3201

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Credit Suisse's EQH Position: Q1 2024 in Review

Credit Suisse reduced its Equitable Holdings (EQH) stake by 14% in Q1 2024, selling an estimated $3.73M and leaving 685,363 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #557.

Credit Suisse first reported a position in EQH in Q2 2018 and has held it in 24 quarters since. The position peaked at $58.1M in Q2 2020. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Credit Suisse held 685,363 shares of Equitable Holdings worth $26.1M as of Q1 2024.
  • Credit Suisse sold 109,654 Equitable Holdings shares in Q1 2024, an estimated $3.73M.
  • Equitable Holdings made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #557 holding.
  • Credit Suisse first reported a position in Equitable Holdings in Q2 2018 and has held it in 24 quarters since.
  • Credit Suisse's Equitable Holdings position peaked at $58.1M in Q2 2020.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.