Disciplined Investments’s Equitable Holdings EQH Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-47	Closed	-$1.28K	–	550
2023 Q2	$1.28K	Sell	47 -36	-43%	-$911	﹤0.01%	853
2023 Q1	$2.11K	Buy	83 +16	+24%	+$472	﹤0.01%	640
2022 Q4	$1.92K	Sell	67 -3	-4%	-$89	﹤0.01%	638
2022 Q3	$2K	Sell	70 -9	-11%	-$256	﹤0.01%	620
2022 Q2	$2K	Buy	79 +11	+16%	+$319	﹤0.01%	646
2022 Q1	$2K	Buy	+68	New	+$2.24K	﹤0.01%	679

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 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

Disciplined Investments's EQH Position: Q3 2023 in Review

Disciplined Investments sold out of Equitable Holdings (EQH) in Q3 2023, closing a stake of 47 shares — an estimated $1.28K sold.

Disciplined Investments first reported a position in EQH in Q1 2022 and held it in 6 quarters. The position peaked at $2.11K in Q1 2023. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

Disciplined Investments reported no remaining Equitable Holdings position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 47 Equitable Holdings shares in Q3 2023, an estimated $1.28K.
Disciplined Investments first reported a position in Equitable Holdings in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Equitable Holdings position peaked at $2.11K in Q1 2023.
386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.