Equitable Holdings’s VanEck Biotech ETF BBH Stock Holding History

Equitable Holdings’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,638	Closed	-$291K	–	1268
2024 Q3	$291K	Sell	1,638 -30	-2%	-$5.32K	﹤0.01%	1052
2024 Q2	$281K	Sell	1,668 -684	-29%	-$112K	﹤0.01%	1012
2024 Q1	$391K	Buy	2,352 +870	+59%	+$144K	﹤0.01%	890
2023 Q4	$245K	Buy	+1,482	New	+$228K	﹤0.01%	998

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's BBH Position: Q4 2024 in Review

Equitable Holdings sold out of VanEck Biotech ETF (BBH) in Q4 2024, closing a stake of 1,638 shares — an estimated $291K sold.

Equitable Holdings first reported a position in BBH in Q4 2023 and held it in 4 quarters. The position peaked at $391K in Q1 2024. 115 funds tracked by Wall St. Rank hold BBH as of Q4 2024.

Equitable Holdings reported no remaining VanEck Biotech ETF position as of Q4 2024 after selling out during the quarter.
Equitable Holdings sold 1,638 VanEck Biotech ETF shares in Q4 2024, an estimated $291K.
Equitable Holdings first reported a position in VanEck Biotech ETF in Q4 2023 and held it in 4 quarters.
Equitable Holdings's VanEck Biotech ETF position peaked at $391K in Q1 2024.
115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.