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DZ Bank’s
Equitable Holdings
EQH
Stock Holding History
DZ Bank’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
-256,339
Closed
-$10.8M
–
972
2024
Q3
$10.8M
Buy
256,339
+3,939
+2%
+$162K
0.01%
346
2024
Q2
$10.3M
Sell
252,400
-340,752
-57%
-$13.3M
0.01%
346
2024
Q1
$22.5M
Buy
593,152
+475,082
+402%
+$16.2M
0.03%
244
2023
Q4
$3.93M
Buy
118,070
+90,099
+322%
+$2.64M
0.01%
492
2023
Q3
$794K
Hold
27,971
–
–
﹤0.01%
669
2023
Q2
$760K
Buy
+27,971
New
+$708K
﹤0.01%
704
2023
Q1
–
Sell
-6,364
Closed
-$183K
–
1069
2022
Q4
$183K
Buy
+6,364
New
+$188K
﹤0.01%
865
Other funds holding EQH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$653B AUM
32.41%
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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