D.A. Davidson & Co’s Equitable Holdings EQH Stock Holding History

D.A. Davidson & Co’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	-44,272	Closed	-$1.15M	–	1309
2022 Q2	$1.15M	Sell	44,272 -658	-1%	-$19.1K	0.01%	555
2022 Q1	$1.39M	Buy	44,930 +4,126	+10%	+$136K	0.02%	552
2021 Q4	$1.34M	Buy	40,804 +494	+1%	+$16.2K	0.01%	573
2021 Q3	$1.2M	Buy	40,310 +5,855	+17%	+$177K	0.01%	578
2021 Q2	$1.05M	Buy	34,455 +4,573	+15%	+$149K	0.01%	614
2021 Q1	$975K	Buy	29,882 +2,250	+8%	+$64.9K	0.01%	595
2020 Q4	$707K	Buy	+27,632	New	+$646K	0.01%	602

Other funds holding EQH

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

D.A. Davidson & Co's EQH Position: Q3 2022 in Review

D.A. Davidson & Co sold out of Equitable Holdings (EQH) in Q3 2022, closing a stake of 44,272 shares — an estimated $1.15M sold.

D.A. Davidson & Co first reported a position in EQH in Q4 2020 and held it in 7 quarters. The position peaked at $1.39M in Q1 2022. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

D.A. Davidson & Co reported no remaining Equitable Holdings position as of Q3 2022 after selling out during the quarter.
D.A. Davidson & Co sold 44,272 Equitable Holdings shares in Q3 2022, an estimated $1.15M.
D.A. Davidson & Co first reported a position in Equitable Holdings in Q4 2020 and held it in 7 quarters.
D.A. Davidson & Co's Equitable Holdings position peaked at $1.39M in Q1 2022.
388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on D.A. Davidson & Co's 13F filing for Q3 2022, filed 7 Nov 2022.