Greenwich Investment Management’s Equitable Holdings EQH Stock Holding History

Greenwich Investment 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
2024 Q2	–	Sell	-57,738	Closed	-$2.19M	–	39
2024 Q1	$2.19M	Sell	57,738 -3,774	-6%	-$128K	1.73%	14
2023 Q4	$2.05M	Sell	61,512 -861	-1%	-$25.2K	1.54%	15
2023 Q3	$1.77M	Sell	62,373 -2,185	-3%	-$61.7K	1.4%	14
2023 Q2	$1.75M	Sell	64,558 -450	-0.7%	-$11.4K	1.32%	15
2023 Q1	$1.65M	Sell	65,008 -125	-0.2%	-$3.69K	1.27%	19
2022 Q4	$1.87M	Sell	65,133 -1,000	-2%	-$29.6K	1.49%	17
2022 Q3	$1.74M	Hold	66,133	–	–	1.37%	23
2022 Q2	$1.72M	Sell	66,133 -450	-0.7%	-$13K	1.24%	23
2022 Q1	$2.06M	Sell	66,583 -9,012	-12%	-$297K	1.23%	26
2021 Q4	$2.48M	Buy	+75,595	New	+$2.48M	1.68%	18

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Greenwich Investment Management's EQH Position: Q2 2024 in Review

Greenwich Investment Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 57,738 shares — an estimated $2.19M sold.

Greenwich Investment Management first reported a position in EQH in Q4 2021 and held it in 10 quarters. The position peaked at $2.48M in Q4 2021. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Greenwich Investment Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Greenwich Investment Management sold 57,738 Equitable Holdings shares in Q2 2024, an estimated $2.19M.
Greenwich Investment Management first reported a position in Equitable Holdings in Q4 2021 and held it in 10 quarters.
Greenwich Investment Management's Equitable Holdings position peaked at $2.48M in Q4 2021.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Greenwich Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.