Interchange Capital Partners’s Equitable Holdings EQH Stock Holding History

Interchange Capital Partners’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	-14,146	Closed	-$356K	–	170
2023 Q1	$356K	Buy	14,146 +7,064	+100%	+$208K	0.19%	128
2022 Q4	$203K	Buy	+7,082	New	+$210K	0.21%	122
2022 Q2	–	Sell	-8,162	Closed	-$252K	–	159
2022 Q1	$252K	Sell	8,162 -52	-0.6%	-$1.71K	0.26%	131
2021 Q4	$269K	Buy	+8,214	New	+$270K	0.27%	126
2021 Q2	–	Sell	-4,451	Closed	-$231K	–	131
2021 Q1	$231K	Sell	4,451 -3,042	-41%	-$87.7K	0.13%	202
2020 Q4	$191K	Buy	+7,493	New	+$175K	0.1%	220

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Interchange Capital Partners's EQH Position: Q2 2023 in Review

Interchange Capital Partners sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 14,146 shares — an estimated $356K sold.

Interchange Capital Partners first reported a position in EQH in Q4 2020 and held it in 6 quarters. The position peaked at $356K in Q1 2023. 378 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

Interchange Capital Partners reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
Interchange Capital Partners sold 14,146 Equitable Holdings shares in Q2 2023, an estimated $356K.
Interchange Capital Partners first reported a position in Equitable Holdings in Q4 2020 and held it in 6 quarters.
Interchange Capital Partners's Equitable Holdings position peaked at $356K in Q1 2023.
378 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Interchange Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.