Csenge Advisory Group’s Equitable Holdings EQH Stock Holding History

Csenge Advisory Group’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 Q1	–	Sell	-18,561	Closed	-$574K	–	639
2021 Q4	$574K	Buy	18,561 +438	+2%	+$14.4K	0.05%	313
2021 Q3	$548K	Sell	18,123 -438	-2%	-$13.3K	0.05%	344
2021 Q2	$574K	Sell	18,561 -678	-4%	-$22.1K	0.05%	314
2021 Q1	$640K	Sell	19,239 -1,042	-5%	-$30K	0.07%	225
2020 Q4	$519K	Buy	+20,281	New	+$474K	0.06%	219

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Csenge Advisory Group's EQH Position: Q1 2022 in Review

Csenge Advisory Group sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 18,561 shares — an estimated $574K sold.

Csenge Advisory Group first reported a position in EQH in Q4 2020 and held it in 5 quarters. The position peaked at $640K in Q1 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

Csenge Advisory Group reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 18,561 Equitable Holdings shares in Q1 2022, an estimated $574K.
Csenge Advisory Group first reported a position in Equitable Holdings in Q4 2020 and held it in 5 quarters.
Csenge Advisory Group's Equitable Holdings position peaked at $640K in Q1 2021.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.