Duality Advisers’s Equitable Holdings EQH Stock Holding History

Duality Advisers’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	-63,613	Closed	-$1.73M	–	606
2023 Q2	$1.73M	Buy	+63,613	New	+$1.61M	0.22%	185
2022 Q4	–	Sell	-84,689	Closed	-$2.23M	–	639
2022 Q3	$2.23M	Buy	84,689 +63,840	+306%	+$1.81M	0.24%	156
2022 Q2	$544K	Sell	20,849 -56,824	-73%	-$1.65M	0.05%	450
2022 Q1	$2.4M	Buy	+77,673	New	+$2.56M	0.26%	129

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

Duality Advisers's EQH Position: Q3 2023 in Review

Duality Advisers sold out of Equitable Holdings (EQH) in Q3 2023, closing a stake of 63,613 shares — an estimated $1.73M sold.

Duality Advisers first reported a position in EQH in Q1 2022 and held it in 4 quarters. The position peaked at $2.4M in Q1 2022. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

Duality Advisers reported no remaining Equitable Holdings position as of Q3 2023 after selling out during the quarter.
Duality Advisers sold 63,613 Equitable Holdings shares in Q3 2023, an estimated $1.73M.
Duality Advisers first reported a position in Equitable Holdings in Q1 2022 and held it in 4 quarters.
Duality Advisers's Equitable Holdings position peaked at $2.4M in Q1 2022.
386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on Duality Advisers's 13F filing for Q3 2023, filed 2 Nov 2023.