G&S Capital’s Equitable Holdings EQH Stock Holding History

G&S Capital’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
2023 Q1	–	Sell	-94,005	Closed	-$2.7M	–	114
2022 Q4	$2.7M	Buy	+94,005	New	+$2.78M	1.2%	21

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

G&S Capital's EQH Position: Q1 2023 in Review

G&S Capital sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 94,005 shares — an estimated $2.7M sold.

G&S Capital first reported a position in EQH in Q4 2022 and held it in 1 quarter. The position peaked at $2.7M in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

G&S Capital reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
G&S Capital sold 94,005 Equitable Holdings shares in Q1 2023, an estimated $2.7M.
G&S Capital first reported a position in Equitable Holdings in Q4 2022 and held it in 1 quarter.
G&S Capital's Equitable Holdings position peaked at $2.7M in Q4 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on G&S Capital's 13F filing for Q1 2023, filed 21 Apr 2023.