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DMBA
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
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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