Eaton Vance Management’s Equitable Holdings EQH Stock Holding History

Eaton Vance Management’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
2022 Q3	$4.48M	Sell	169,912 -1,174	-0.7%	-$33.4K	0.01%	816
2022 Q2	$4.46M	Buy	171,086 +80,322	+88%	+$2.33M	0.01%	839
2022 Q1	$2.81M	Buy	90,764 +90,279	+18,614%	+$2.98M	﹤0.01%	1076
2021 Q4	$16K	Buy	+485	New	+$15.9K	﹤0.01%	2439
2021 Q3	–	Sell	-481	Closed	-$15K	–	2206
2021 Q2	$15K	Sell	481 -1,544	-76%	-$50.4K	﹤0.01%	2479
2021 Q1	$66K	Buy	+2,025	New	+$58.4K	﹤0.01%	1724

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eaton Vance Management's EQH Position: Q3 2022 in Review

Eaton Vance Management reduced its Equitable Holdings (EQH) stake by 0.69% in Q3 2022, selling an estimated $33.4K and leaving 169,912 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #816.

Eaton Vance Management first reported a position in EQH in Q1 2021 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

Eaton Vance Management held 169,912 shares of Equitable Holdings worth $4.48M as of Q3 2022.
Eaton Vance Management sold 1,174 Equitable Holdings shares in Q3 2022, an estimated $33.4K.
Equitable Holdings made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #816 holding.
Eaton Vance Management first reported a position in Equitable Holdings in Q1 2021 and has held it in 6 quarters since.
388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.