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Harbour Capital Advisors’s Equitable Holdings EQH Stock Holding History

Harbour Capital 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
2023
Q2 		– Sell
-14,515
Closed -$369K – 263
2023
Q1 		$369K Buy
+14,515
New +$428K 0.11% 177

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harbour Capital Advisors's EQH Position: Q2 2023 in Review

Harbour Capital Advisors sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 14,515 shares — an estimated $369K sold.

Harbour Capital Advisors first reported a position in EQH in Q1 2023 and held it in 1 quarter. The position peaked at $369K in Q1 2023. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

  • Harbour Capital Advisors reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 14,515 Equitable Holdings shares in Q2 2023, an estimated $369K.
  • Harbour Capital Advisors first reported a position in Equitable Holdings in Q1 2023 and held it in 1 quarter.
  • Harbour Capital Advisors's Equitable Holdings position peaked at $369K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Harbour Capital Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.