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	0.02%	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	–	1068
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 $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 $3.37T AUM 44.26% 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

DZ Bank's EQH Position: Q4 2024 in Review

DZ Bank sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 256,339 shares — an estimated $10.8M sold.

DZ Bank first reported a position in EQH in Q4 2022 and held it in 7 quarters. The position peaked at $22.5M in Q1 2024. 533 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

DZ Bank reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
DZ Bank sold 256,339 Equitable Holdings shares in Q4 2024, an estimated $10.8M.
DZ Bank first reported a position in Equitable Holdings in Q4 2022 and held it in 7 quarters.
DZ Bank's Equitable Holdings position peaked at $22.5M in Q1 2024.
533 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.