ET
FFH

Equitable Trust’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Equitable Trust’s Portfolio FFH Stock Details FFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-504
Closed -$634K – 497
2024
Q3 		$634K Hold
504
– – 0.04% 266
2024
Q2 		$573K Hold
504
– – 0.04% 271
2024
Q1 		$544K Sell
504
-2
-0.4% -$2.16K 0.04% 289
2023
Q4 		$466K Sell
506
-2
-0.4% -$1.84K 0.04% 289
2023
Q3 		$416K Sell
508
-1
-0.2% -$819 0.03% 285
2023
Q2 		$381K Sell
509
-40
-7% -$30K 0.03% 302
2023
Q1 		$365K Sell
549
-4
-0.7% -$2.66K 0.03% 303
2022
Q4 		$329K Sell
553
-2
-0.4% -$1.19K 0.03% 322
2022
Q3 		$254K Sell
555
-3
-0.5% -$1.37K 0.02% 340
2022
Q2 		$296K Buy
558
+40
+8% +$21.2K 0.02% 325
2022
Q1 		$282K Hold
518
– – 0.02% 336
2021
Q4 		$255K Hold
518
– – 0.02% 336
2021
Q3 		$209K Hold
518
– – 0.01% 347
2021
Q2 		$227K Buy
518
+18
+4% +$7.89K 0.01% 338
2021
Q1 		$218K Buy
+500
New +$218K 0.02% 333

Other funds holding FFH

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $273M AUM 19.71% 1-Year Est. Return

Equitable Trust's FFH Position: Q4 2024 in Review

Equitable Trust sold out of FAIRFAX FINL HLDGS LTD SUB VTG (FFH) in Q4 2024, closing a stake of 504 shares — an estimated $634K sold.

Equitable Trust first reported a position in FFH in Q1 2021 and held it in 15 quarters. The position peaked at $634K in Q3 2024. 18 funds tracked by Wall St. Rank hold FFH as of Q4 2024.

  • Equitable Trust reported no remaining FAIRFAX FINL HLDGS LTD SUB VTG position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 504 FAIRFAX FINL HLDGS LTD SUB VTG shares in Q4 2024, an estimated $634K.
  • Equitable Trust first reported a position in FAIRFAX FINL HLDGS LTD SUB VTG in Q1 2021 and held it in 15 quarters.
  • Equitable Trust's FAIRFAX FINL HLDGS LTD SUB VTG position peaked at $634K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held FAIRFAX FINL HLDGS LTD SUB VTG as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.