Deseret Mutual Benefit Administrators’s Equitable Holdings EQH Stock Holding History

Deseret Mutual Benefit Administrators’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
2024 Q4	–	Sell	-241	Closed	-$10.1K	–	491
2024 Q3	$10.1K	Sell	241 -182	-43%	-$7.47K	0.01%	462
2024 Q2	$17.3K	Sell	423 -238	-36%	-$9.32K	0.01%	434
2024 Q1	$25.1K	Sell	661 -206	-24%	-$7.01K	0.01%	405
2023 Q4	$28.9K	Sell	867 -238	-22%	-$6.97K	0.02%	359
2023 Q3	$31.4K	Sell	1,105 -62	-5%	-$1.75K	0.02%	367
2023 Q2	$31.7K	Hold	1,167	–	–	0.01%	390
2023 Q1	$29.6K	Hold	1,167	–	–	0.01%	389
2022 Q4	$33.5K	Sell	1,167 -937	-45%	-$27.7K	0.01%	363
2022 Q3	$55K	Sell	2,104 -244	-10%	-$6.93K	0.02%	376
2022 Q2	$61K	Hold	2,348	–	–	0.01%	392
2022 Q1	$73K	Sell	2,348 -465	-17%	-$15.3K	0.01%	393
2021 Q4	$92K	Hold	2,813	–	–	0.02%	379
2021 Q3	$83K	Sell	2,813 -1,360	-33%	-$41.2K	0.02%	388
2021 Q2	$127K	Buy	+4,173	New	+$136K	0.03%	311

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deseret Mutual Benefit Administrators's EQH Position: Q4 2024 in Review

Deseret Mutual Benefit Administrators sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 241 shares — an estimated $10.1K sold.

Deseret Mutual Benefit Administrators first reported a position in EQH in Q2 2021 and held it in 14 quarters. The position peaked at $127K in Q2 2021. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

Deseret Mutual Benefit Administrators reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 241 Equitable Holdings shares in Q4 2024, an estimated $10.1K.
Deseret Mutual Benefit Administrators first reported a position in Equitable Holdings in Q2 2021 and held it in 14 quarters.
Deseret Mutual Benefit Administrators's Equitable Holdings position peaked at $127K in Q2 2021.
532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q4 2024, filed 3 Feb 2025.