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
2022 Q3	–	Sell	-15,200	Closed	-$281K	–	5053
2022 Q2	$281K	Sell	15,200 -10,700	-41%	-$310K	0.02%	808
2022 Q1	$326K	Buy	25,900 +1,300	+5%	+$42.9K	0.02%	892
2021 Q4	$259K	Buy	24,600 +19,800	+413%	+$650K	0.01%	1128
2021 Q3	$10K	Sell	4,800 -3,600	-43%	-$109K	﹤0.01%	3920
2021 Q2	$10K	Buy	8,400 +2,100	+33%	+$68.5K	﹤0.01%	3886
2021 Q1	$1K	Buy	+6,300	New	+$182K	﹤0.01%	5193
2020 Q2	–	Sell	-100	Closed	-$1K	–	4497
2020 Q1	$1K	Buy	+100	New	+$2.18K	﹤0.01%	3683

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

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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.