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FSI Group’s Equitable Holdings EQH Stock Holding History

FSI Group’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
-200,000
Closed -$4.96M – 28
2019
Q4 		$4.96M Buy
+200,000
New +$4.63M 6.36% 8
2019
Q2 		– Sell
-100,000
Closed -$2.01M – 32
2019
Q1 		$2.01M Buy
+100,000
New +$1.91M 2.17% 19

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

FSI Group's EQH Position: Q1 2020 in Review

FSI Group sold out of Equitable Holdings (EQH) in Q1 2020, closing a stake of 200,000 shares — an estimated $4.96M sold.

FSI Group first reported a position in EQH in Q1 2019 and held it in 2 quarters. The position peaked at $4.96M in Q4 2019. 273 funds tracked by Wall St. Rank hold EQH as of Q1 2020.

  • FSI Group reported no remaining Equitable Holdings position as of Q1 2020 after selling out during the quarter.
  • FSI Group sold 200,000 Equitable Holdings shares in Q1 2020, an estimated $4.96M.
  • FSI Group first reported a position in Equitable Holdings in Q1 2019 and held it in 2 quarters.
  • FSI Group's Equitable Holdings position peaked at $4.96M in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2020.

Based on FSI Group's 13F filing for Q1 2020, filed 23 Apr 2020.