IP
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Interval Partners’s Equitable Holdings EQH Stock Holding History

Interval 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
2025
Q1 		– Sell
-95,900
Closed -$4.52M – 406
2024
Q4 		$4.52M Sell
95,900
-31,200
-25% -$1.44M 0.09% 192
2024
Q3 		$5.34M Buy
127,100
+126,036
+11,845% +$5.17M 0.12% 168
2024
Q2 		$4.35M Buy
+1,064
New +$41.7K 0.09% 211

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Interval Partners's EQH Position: Q1 2025 in Review

Interval Partners sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 349,064 shares — an estimated $16.5M sold.

Interval Partners first reported a position in EQH in Q4 2018 and held it in 24 quarters. The position peaked at $24.6M in Q1 2024. 576 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Interval Partners reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • Interval Partners sold 349,064 Equitable Holdings shares in Q1 2025, an estimated $16.5M.
  • Interval Partners first reported a position in Equitable Holdings in Q4 2018 and held it in 24 quarters.
  • Interval Partners's Equitable Holdings position peaked at $24.6M in Q1 2024.
  • 576 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Interval Partners's 13F filing for Q1 2025, filed 15 May 2025.