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Gradient Investments’s Equitable Holdings EQH Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-76
Closed -$2.53K – 1404
2023
Q4 		$2.53K Hold
76
– – ﹤0.01% 1167
2023
Q3 		$2.16K Hold
76
– – ﹤0.01% 1164
2023
Q2 		$2.06K Buy
+76
New +$1.92K ﹤0.01% 1149

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's EQH Position: Q1 2024 in Review

Gradient Investments sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 76 shares — an estimated $2.53K sold.

Gradient Investments first reported a position in EQH in Q2 2023 and held it in 3 quarters. The position peaked at $2.53K in Q4 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Gradient Investments reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 76 Equitable Holdings shares in Q1 2024, an estimated $2.53K.
  • Gradient Investments first reported a position in Equitable Holdings in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Equitable Holdings position peaked at $2.53K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.