EIP
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Epoch Investment Partners’s Equitable Holdings EQH Stock Holding History

Epoch Investment Partners’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
2024
Q4 		– Sell
-10,909
Closed -$459K – 318
2024
Q3 		$459K Hold
10,909
– – ﹤0.01% 341
2024
Q2 		$446K Buy
+10,909
New +$427K ﹤0.01% 352
2024
Q1 		– Sell
-13,839
Closed -$461K – 417
2023
Q4 		$461K Hold
13,839
– – ﹤0.01% 379
2023
Q3 		$393K Sell
13,839
-830
-6% -$23.4K ﹤0.01% 393
2023
Q2 		$398K Sell
14,669
-619
-4% -$15.7K ﹤0.01% 413
2023
Q1 		$388K Sell
15,288
-772
-5% -$22.8K ﹤0.01% 411
2022
Q4 		$461K Sell
16,060
-1,038
-6% -$30.7K ﹤0.01% 385
2022
Q3 		$451K Sell
17,098
-1,114
-6% -$31.7K ﹤0.01% 392
2022
Q2 		$475K Sell
18,212
-5,234
-22% -$152K ﹤0.01% 394
2022
Q1 		$725K Sell
23,446
-995,928
-98% -$32.8M ﹤0.01% 383
2021
Q4 		$33.4M Sell
1,019,374
-186
-0% -$6.11K 0.17% 168
2021
Q3 		$30.2M Sell
1,019,560
-13,941
-1% -$422K 0.17% 173
2021
Q2 		$31.5M Sell
1,033,501
-1,344,224
-57% -$43.8M 0.17% 167
2021
Q1 		$77.6M Sell
2,377,725
-145,489
-6% -$4.19M 0.36% 103
2020
Q4 		$64.6M Sell
2,523,214
-81,073
-3% -$1.9M 0.3% 116
2020
Q3 		$47.5M Sell
2,604,287
-115,013
-4% -$2.31M 0.24% 121
2020
Q2 		$52.5M Sell
2,719,300
-843,608
-24% -$15.1M 0.27% 122
2020
Q1 		$51.5M Sell
3,562,908
-522,504
-13% -$11.4M 0.31% 107
2019
Q4 		$101M Sell
4,085,412
-40,430
-1% -$937K 0.44% 88
2019
Q3 		$91.4M Sell
4,125,842
-215,552
-5% -$4.62M 0.42% 97
2019
Q2 		$90.7M Sell
4,341,394
-275,733
-6% -$5.93M 0.41% 95
2019
Q1 		$93M Sell
4,617,127
-410,485
-8% -$7.84M 0.41% 92
2018
Q4 		$83.6M Buy
5,027,612
+312,460
+7% +$6.09M 0.39% 96
2018
Q3 		$101M Buy
4,715,152
+1,399,300
+42% +$30.7M 0.38% 93
2018
Q2 		$68.3K Buy
+3,315,852
New +$70.6M 0.21% 109

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Epoch Investment Partners's EQH Position: Q4 2024 in Review

Epoch Investment Partners sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 10,909 shares — an estimated $459K sold.

Epoch Investment Partners first reported a position in EQH in Q2 2018 and held it in 25 quarters. The position peaked at $101M in Q4 2019. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Epoch Investment Partners reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 10,909 Equitable Holdings shares in Q4 2024, an estimated $459K.
  • Epoch Investment Partners first reported a position in Equitable Holdings in Q2 2018 and held it in 25 quarters.
  • Epoch Investment Partners's Equitable Holdings position peaked at $101M in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.