Intersect Capital’s Equitable Holdings EQH Stock Holding History

Intersect Capital’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
2022 Q2	$494K	Buy	18,946 +10,441	+123%	+$303K	0.15%	153
2022 Q1	$263K	Buy	8,505 +665	+8%	+$21.9K	0.05%	346
2021 Q4	$257K	Hold	7,840	–	–	0.05%	342
2021 Q3	$232K	Sell	7,840 -86	-1%	-$2.6K	0.04%	343
2021 Q2	$241K	Buy	7,926 +94	+1%	+$3.07K	0.04%	308
2021 Q1	$255K	Sell	7,832 -51	-0.6%	-$1.47K	0.05%	271
2020 Q4	$202K	Buy	+7,883	New	+$184K	0.04%	271

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

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intersect Capital's EQH Position: Q2 2022 in Review

Intersect Capital increased its Equitable Holdings (EQH) stake by 123% in Q2 2022, buying an estimated $303K and bringing the position to 18,946 shares worth $494K. The position accounts for 0.15% of the portfolio, ranked #153.

Intersect Capital first reported a position in EQH in Q4 2020 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

Intersect Capital held 18,946 shares of Equitable Holdings worth $494K as of Q2 2022.
Intersect Capital bought 10,441 Equitable Holdings shares in Q2 2022, an estimated $303K.
Equitable Holdings made up 0.15% of Intersect Capital's portfolio in Q2 2022, its #153 holding.
Intersect Capital first reported a position in Equitable Holdings in Q4 2020 and has held it in 7 quarters since.
394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.