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Industrial Alliance Investment Management’s Equitable Holdings EQH Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-7,685
Closed -$195K – 269
2023
Q1 		$195K Buy
+7,685
New +$227K 0.01% 447

Other funds holding EQH

Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $3.37T AUM 44.26% 1-Year Est. Return

Industrial Alliance Investment Management's EQH Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 7,685 shares — an estimated $195K sold.

Industrial Alliance Investment Management first reported a position in EQH in Q1 2023 and held it in 1 quarter. The position peaked at $195K in Q1 2023. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,685 Equitable Holdings shares in Q2 2023, an estimated $195K.
  • Industrial Alliance Investment Management first reported a position in Equitable Holdings in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Equitable Holdings position peaked at $195K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.