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Edge Capital Group’s Equitable Holdings EQH Stock Holding History

Edge Capital Group’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
Q4 		– Sell
-60,032
Closed -$1.58M – 390
2022
Q3 		$1.58M Buy
60,032
+59,759
+21,890% +$1.7M 0.13% 107
2022
Q2 		$67K Sell
273
-59,727
-100% -$1.73M 0.01% 315
2022
Q1 		$1.85M Buy
+60,000
New +$1.98M 0.13% 110

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edge Capital Group's EQH Position: Q4 2022 in Review

Edge Capital Group sold out of Equitable Holdings (EQH) in Q4 2022, closing a stake of 60,032 shares — an estimated $1.58M sold.

Edge Capital Group first reported a position in EQH in Q1 2022 and held it in 3 quarters. The position peaked at $1.85M in Q1 2022. 413 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

  • Edge Capital Group reported no remaining Equitable Holdings position as of Q4 2022 after selling out during the quarter.
  • Edge Capital Group sold 60,032 Equitable Holdings shares in Q4 2022, an estimated $1.58M.
  • Edge Capital Group first reported a position in Equitable Holdings in Q1 2022 and held it in 3 quarters.
  • Edge Capital Group's Equitable Holdings position peaked at $1.85M in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.