Crewe Advisors’s Equitable Holdings EQH Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-5	Closed	-$142	–	504
2023 Q3	$142	Buy	+5	New	+$141	﹤0.01%	487
2022 Q4	–	Sell	-410	Closed	-$11K	–	1101
2022 Q3	$11K	Buy	410 +117	+40%	+$3.33K	﹤0.01%	627
2022 Q2	$8K	Buy	+293	New	+$8.49K	﹤0.01%	651
2020 Q4	–	Sell	-105	Closed	-$2K	–	519
2020 Q3	$2K	Buy	+105	New	+$2.11K	﹤0.01%	496

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's EQH Position: Q4 2023 in Review

Crewe Advisors sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 5 shares — an estimated $142 sold.

Crewe Advisors first reported a position in EQH in Q3 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2022. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Crewe Advisors reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 5 Equitable Holdings shares in Q4 2023, an estimated $142.
Crewe Advisors first reported a position in Equitable Holdings in Q3 2020 and held it in 4 quarters.
Crewe Advisors's Equitable Holdings position peaked at $11K in Q3 2022.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.