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Heartland Advisors’s Equitable Holdings EQH Stock Holding History

Heartland 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
2019
Q2 		– Sell
-165,345
Closed -$3.33M – 202
2019
Q1 		$3.33M Buy
165,345
+2,529
+2% +$48.3K 0.25% 139
2018
Q4 		$2.71M Buy
+162,816
New +$3.18M 0.22% 146

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Heartland Advisors's EQH Position: Q2 2019 in Review

Heartland Advisors sold out of Equitable Holdings (EQH) in Q2 2019, closing a stake of 165,345 shares — an estimated $3.33M sold.

Heartland Advisors first reported a position in EQH in Q4 2018 and held it in 2 quarters. The position peaked at $3.33M in Q1 2019. 264 funds tracked by Wall St. Rank hold EQH as of Q2 2019.

  • Heartland Advisors reported no remaining Equitable Holdings position as of Q2 2019 after selling out during the quarter.
  • Heartland Advisors sold 165,345 Equitable Holdings shares in Q2 2019, an estimated $3.33M.
  • Heartland Advisors first reported a position in Equitable Holdings in Q4 2018 and held it in 2 quarters.
  • Heartland Advisors's Equitable Holdings position peaked at $3.33M in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2019.

Based on Heartland Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.