ET
DOCS icon

Equitable Trust’s Doximity DOCS Stock Holding History

Equitable Trust’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,690
Closed -$315K – 435
2024
Q1 		$315K Buy
11,690
+2,381
+26% +$67.9K 0.02% 372
2023
Q4 		$261K Sell
9,309
-2,641
-22% -$62.4K 0.02% 372
2023
Q3 		$254K Hold
11,950
– – 0.02% 367
2023
Q2 		$407K Sell
11,950
-1,822
-13% -$60.7K 0.03% 290
2023
Q1 		$446K Sell
13,772
-1,698
-11% -$56.3K 0.04% 271
2022
Q4 		$519K Sell
15,470
-3,268
-17% -$99.8K 0.04% 251
2022
Q3 		$566K Buy
18,738
+10,008
+115% +$367K 0.05% 235
2022
Q2 		$304K Buy
+8,730
New +$344K 0.02% 321

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return