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Handelsinvest Investeringsforvaltning’s Equitable Holdings EQH Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$353K Sell
9,298
-4,827
-34% -$164K 0.17% 131
2023
Q4 		$470K Sell
14,125
-105,875
-88% -$3.1M 0.19% 145
2023
Q3 		$3.41M Buy
+120,000
New +$3.39M 1.18% 34

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 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 $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Handelsinvest Investeringsforvaltning's EQH Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Equitable Holdings (EQH) stake by 34% in Q1 2024, selling an estimated $164K and leaving 9,298 shares worth $353K. The position accounts for 0.17% of the portfolio, ranked #131.

Handelsinvest Investeringsforvaltning first reported a position in EQH in Q3 2023 and has held it in 3 quarters since. The position peaked at $3.41M in Q3 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 9,298 shares of Equitable Holdings worth $353K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 4,827 Equitable Holdings shares in Q1 2024, an estimated $164K.
  • Equitable Holdings made up 0.17% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #131 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Equitable Holdings in Q3 2023 and has held it in 3 quarters since.
  • Handelsinvest Investeringsforvaltning's Equitable Holdings position peaked at $3.41M in Q3 2023.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.