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CSat Investment Advisory’s Equitable Holdings EQH Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,737
Closed -$32K – 660
2020
Q3 		$32K Buy
1,737
+219
+14% +$4.4K ﹤0.01% 749
2020
Q2 		$29K Buy
+1,518
New +$27.1K ﹤0.01% 753

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSat Investment Advisory's EQH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 1,737 shares — an estimated $32K sold.

CSat Investment Advisory first reported a position in EQH in Q2 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,737 Equitable Holdings shares in Q4 2020, an estimated $32K.
  • CSat Investment Advisory first reported a position in Equitable Holdings in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Equitable Holdings position peaked at $32K in Q3 2020.
  • 352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.