Echo Street Capital Management’s Equitable Holdings EQH Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-9,071	Closed	-$258K	–	148
2023 Q3	$258K	Buy	+9,071	New	+$256K	﹤0.01%	397
2023 Q2	–	Sell	-9,330	Closed	-$237K	–	499
2023 Q1	$237K	Buy	+9,330	New	+$275K	﹤0.01%	428
2022 Q4	–	Sell	-9,048	Closed	-$238K	–	547
2022 Q3	$238K	Buy	+9,048	New	+$257K	﹤0.01%	454
2022 Q2	–	Sell	-15,348	Closed	-$474K	–	608
2022 Q1	$474K	Buy	+15,348	New	+$506K	﹤0.01%	418
2021 Q4	–	Sell	-14,456	Closed	-$428K	–	665
2021 Q3	$428K	Sell	14,456 -16,664	-54%	-$504K	﹤0.01%	460
2021 Q2	$948K	Buy	+31,120	New	+$1.02M	0.01%	214
2020 Q3	–	Sell	-31,654	Closed	-$611K	–	197
2020 Q2	$611K	Buy	+31,654	New	+$566K	0.01%	332

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 $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Echo Street Capital Management's EQH Position: Q4 2023 in Review

Echo Street Capital Management sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 9,071 shares — an estimated $258K sold.

Echo Street Capital Management first reported a position in EQH in Q2 2020 and held it in 7 quarters. The position peaked at $948K in Q2 2021. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

Echo Street Capital Management reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 9,071 Equitable Holdings shares in Q4 2023, an estimated $258K.
Echo Street Capital Management first reported a position in Equitable Holdings in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Equitable Holdings position peaked at $948K in Q2 2021.
424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.