Hohimer Wealth Management’s Equitable Holdings EQH Stock Holding History

Hohimer Wealth 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	-95,521	Closed	-$3.63M	–	228
2024 Q1	$3.63M	Sell	95,521 -1,416	-1%	-$48.2K	0.85%	40
2023 Q4	$3.23M	Sell	96,937 -1,396	-1%	-$40.9K	0.82%	40
2023 Q3	$2.79M	Sell	98,333 -4,438	-4%	-$125K	0.8%	41
2023 Q2	$2.79M	Sell	102,771 -5,330	-5%	-$135K	0.77%	47
2023 Q1	$2.74M	Buy	108,101 +62,974	+140%	+$1.86M	0.79%	43
2022 Q4	$1.3M	Sell	45,127 -84,881	-65%	-$2.51M	0.41%	59
2022 Q3	$3.43M	Buy	130,008 +1,488	+1%	+$42.3K	1.1%	27
2022 Q2	$3.35M	Sell	128,520 -8,448	-6%	-$245K	0.99%	35
2022 Q1	$4.23M	Buy	136,968 +6,763	+5%	+$223K	0.84%	32
2021 Q4	$4.27M	Sell	130,205 -15,398	-11%	-$505K	0.9%	28
2021 Q3	$4.32M	Sell	145,603 -2,924	-2%	-$88.5K	0.9%	32
2021 Q2	$4.52M	Buy	+148,527	New	+$4.84M	0.93%	32

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

Hohimer Wealth Management's EQH Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 95,521 shares — an estimated $3.63M sold.

Hohimer Wealth Management first reported a position in EQH in Q2 2021 and held it in 12 quarters. The position peaked at $4.52M in Q2 2021. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Hohimer Wealth Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Hohimer Wealth Management sold 95,521 Equitable Holdings shares in Q2 2024, an estimated $3.63M.
Hohimer Wealth Management first reported a position in Equitable Holdings in Q2 2021 and held it in 12 quarters.
Hohimer Wealth Management's Equitable Holdings position peaked at $4.52M in Q2 2021.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.