Glass Jacobson Investment Advisors’s Equitable Holdings EQH Stock Holding History

Glass Jacobson Investment Advisors’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
2022 Q4	$430	Buy	+15	New	+$444	﹤0.01%	798

Other funds holding EQH

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

Glass Jacobson Investment Advisors's EQH Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Equitable Holdings (EQH) in Q4 2022: 15 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

413 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

Glass Jacobson Investment Advisors held 15 shares of Equitable Holdings worth $430 as of Q4 2022.
Equitable Holdings was a new Glass Jacobson Investment Advisors position in Q4 2022.
Equitable Holdings made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #798 holding.
413 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.