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Emerald Mutual Fund Advisers Trust’s Equitable Holdings EQH Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q3 		– Sell
-15,030
Closed -$290K – 330
2020
Q2 		$290K Buy
+15,030
New +$269K 0.01% 224

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's EQH Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Equitable Holdings (EQH) in Q3 2020, closing a stake of 15,030 shares — an estimated $290K sold.

Emerald Mutual Fund Advisers Trust first reported a position in EQH in Q2 2020 and held it in 1 quarter. The position peaked at $290K in Q2 2020. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Equitable Holdings position as of Q3 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 15,030 Equitable Holdings shares in Q3 2020, an estimated $290K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Equitable Holdings in Q2 2020 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Equitable Holdings position peaked at $290K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.