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EAM
Eagle Asset Management’s
Equitable Holdings
EQH
Stock Holding History
Eagle Asset Management’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
Q3
$10.5M
Buy
221,465
+45,322
+26%
+$1.86M
0.05%
287
2024
Q2
$7.19M
Buy
176,143
+4,982
+3%
+$195K
0.04%
344
2024
Q1
$6.41M
Buy
171,161
+5,053
+3%
+$172K
0.03%
362
2023
Q4
$5.53M
Sell
166,108
-13,893
-8%
-$407K
0.03%
357
2023
Q3
$5.11M
Buy
180,001
+1,677
+0.9%
+$47.3K
0.03%
352
2023
Q2
$4.84M
Buy
178,324
+11,780
+7%
+$298K
0.03%
361
2023
Q1
$4.23M
Sell
166,544
-911
-0.5%
-$26.9K
0.02%
364
2022
Q4
$4.79M
Buy
167,455
+37,484
+29%
+$1.11M
0.03%
347
2022
Q3
$3.42M
Sell
129,971
-2,874
-2%
-$81.7K
0.02%
392
2022
Q2
$3.46M
Sell
132,845
-2,007
-1%
-$58.2K
0.02%
396
2022
Q1
$4.17M
Buy
134,852
+3,661
+3%
+$121K
0.02%
397
2021
Q4
$4.3M
Buy
131,191
+1,474
+1%
+$48.4K
0.02%
421
2021
Q3
$3.84M
Sell
129,717
-136,963
-51%
-$4.15M
0.02%
427
2021
Q2
$8.12M
Buy
266,680
+515
+0.2%
+$16.8K
0.03%
364
2021
Q1
$8.79M
Buy
266,165
+251,453
+1,709%
+$7.25M
0.04%
346
2020
Q4
$376K
Sell
14,712
-263,327
-95%
-$6.16M
﹤0.01%
479
2020
Q3
$5.1M
Buy
278,039
+789
+0.3%
+$15.9K
0.03%
362
2020
Q2
$5.27M
Buy
277,250
+65,070
+31%
+$1.16M
0.03%
367
2020
Q1
$3.07M
Sell
212,180
-4,232
-2%
-$92.4K
0.02%
414
2019
Q4
$5.36M
Buy
216,412
+43,023
+25%
+$997K
0.03%
398
2019
Q3
$3.84M
Buy
+173,389
New
+$3.72M
0.02%
447
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
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
CM
Conifer Management
New York
$524M AUM
14.11%
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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