ECM
EQH icon

Evergreen Capital Management’s Equitable Holdings EQH Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-12,276
Closed -$304K – 421
2019
Q4 		$304K Buy
12,276
+2,085
+20% +$48.3K 0.03% 346
2019
Q3 		$226K Buy
+10,191
New +$219K 0.02% 365

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Evergreen Capital Management's EQH Position: Q1 2020 in Review

Evergreen Capital Management sold out of Equitable Holdings (EQH) in Q1 2020, closing a stake of 12,276 shares — an estimated $304K sold.

Evergreen Capital Management first reported a position in EQH in Q3 2019 and held it in 2 quarters. The position peaked at $304K in Q4 2019. 273 funds tracked by Wall St. Rank hold EQH as of Q1 2020.

  • Evergreen Capital Management reported no remaining Equitable Holdings position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 12,276 Equitable Holdings shares in Q1 2020, an estimated $304K.
  • Evergreen Capital Management first reported a position in Equitable Holdings in Q3 2019 and held it in 2 quarters.
  • Evergreen Capital Management's Equitable Holdings position peaked at $304K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.