Institutional & Family Asset Management’s Equitable Holdings EQH Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-234	Closed	-$7.79K	–	746
2023 Q4	$7.79K	Sell	234 -53	-18%	-$1.55K	﹤0.01%	421
2023 Q3	$8.15K	Sell	287 -114	-28%	-$3.22K	﹤0.01%	404
2023 Q2	$10.9K	Sell	401 -10	-2%	-$253	﹤0.01%	375
2023 Q1	$10.4K	Hold	411	–	–	﹤0.01%	373
2022 Q4	$11.8K	Hold	411	–	–	﹤0.01%	359
2022 Q3	$11K	Hold	411	–	–	﹤0.01%	373
2022 Q2	$11K	Hold	411	–	–	﹤0.01%	372
2022 Q1	$13K	Sell	411 -5	-1%	-$165	﹤0.01%	409
2021 Q4	$14K	Hold	416	–	–	﹤0.01%	404
2021 Q3	$12K	Buy	416 +36	+9%	+$1.09K	﹤0.01%	523
2021 Q2	$12K	Hold	380	–	–	﹤0.01%	559
2021 Q1	$12K	Sell	380 -1	-0.3%	-$29	﹤0.01%	542
2020 Q4	$10K	Hold	381	–	–	﹤0.01%	530
2020 Q3	$7K	Hold	381	–	–	﹤0.01%	538
2020 Q2	$7K	Sell	381 -25	-6%	-$447	﹤0.01%	533
2020 Q1	$6K	Buy	+406	New	+$8.87K	﹤0.01%	520

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's EQH Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 234 shares — an estimated $7.79K sold.

Institutional & Family Asset Management first reported a position in EQH in Q1 2020 and held it in 16 quarters. The position peaked at $14K in Q4 2021. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

Institutional & Family Asset Management reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 234 Equitable Holdings shares in Q1 2024, an estimated $7.79K.
Institutional & Family Asset Management first reported a position in Equitable Holdings in Q1 2020 and held it in 16 quarters.
Institutional & Family Asset Management's Equitable Holdings position peaked at $14K in Q4 2021.
448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.