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Cutler Group’s Equitable Holdings EQH Stock Holding History

Cutler 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
2023
Q4 		– Sell
-1,500
Closed -$3K – 3787
2023
Q3 		$3K Buy
1,500
+600
+67% +$16.9K ﹤0.01% 3077
2023
Q2 		$1K Buy
+900
New +$22.8K ﹤0.01% 3248
2023
Q1 		– Sell
-1,800
Closed -$1K – 4033
2022
Q4 		$1K Buy
1,800
+700
+64% +$20.7K ﹤0.01% 3982
2022
Q3 		$2K Sell
1,100
-900
-45% -$25.6K ﹤0.01% 4179
2022
Q2 		$3K Sell
2,000
-3,600
-64% -$104K ﹤0.01% 4031
2022
Q1 		$10K Sell
5,600
-14,500
-72% -$478K ﹤0.01% 3602
2021
Q4 		$64K Buy
20,100
+7,300
+57% +$240K ﹤0.01% 2200
2021
Q3 		$24K Sell
12,800
-6,500
-34% -$197K ﹤0.01% 3174
2021
Q2 		$36K Buy
19,300
+6,400
+50% +$209K ﹤0.01% 2765
2021
Q1 		$94K Buy
12,900
+1,700
+15% +$49K ﹤0.01% 1822
2020
Q4 		$37K Buy
+11,200
New +$262K ﹤0.01% 2214
2020
Q1 		– Sell
-6,700
Closed -$6K – 4163
2019
Q4 		$6K Buy
+6,700
New +$155K ﹤0.01% 2928

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

Cutler Group's EQH Position: Q1 2024 in Review

Cutler Group sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 22 shares.

Cutler Group first reported a position in EQH in Q2 2018 and held it in 11 quarters. The position peaked at $662K in Q1 2022. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Cutler Group reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 22 Equitable Holdings shares in Q1 2024.
  • Cutler Group first reported a position in Equitable Holdings in Q2 2018 and held it in 11 quarters.
  • Cutler Group's Equitable Holdings position peaked at $662K in Q1 2022.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.