Investors Research Corp’s Equitable Holdings EQH Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-42	Closed	-$1.76K	–	955
2024 Q3	$1.76K	Hold	42	–	–	﹤0.01%	886
2024 Q2	$1.72K	Hold	42	–	–	﹤0.01%	946
2024 Q1	$1.6K	Hold	42	–	–	﹤0.01%	919
2023 Q4	$1.4K	Hold	42	–	–	﹤0.01%	967
2023 Q3	$1.19K	Hold	42	–	–	﹤0.01%	982
2023 Q2	$1.14K	Hold	42	–	–	﹤0.01%	1004
2023 Q1	$1.07K	Hold	42	–	–	﹤0.01%	1037
2022 Q4	$1.21K	Hold	42	–	–	﹤0.01%	1032
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	1026
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	1022
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	968
2021 Q4	$1K	Hold	42	–	–	﹤0.01%	934
2021 Q3	$1K	Hold	42	–	–	﹤0.01%	948
2021 Q2	$1K	Hold	42	–	–	﹤0.01%	933
2021 Q1	$1K	Hold	42	–	–	﹤0.01%	927
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	1026
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1037
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	1042
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1069
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	1065
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1073
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	1028
2019 Q1	$1K	Buy	+42	New	+$802	﹤0.01%	994

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Investors Research Corp's EQH Position: Q4 2024 in Review

Investors Research Corp sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 42 shares — an estimated $1.76K sold.

Investors Research Corp first reported a position in EQH in Q1 2019 and held it in 23 quarters. The position peaked at $1.76K in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

Investors Research Corp reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
Investors Research Corp sold 42 Equitable Holdings shares in Q4 2024, an estimated $1.76K.
Investors Research Corp first reported a position in Equitable Holdings in Q1 2019 and held it in 23 quarters.
Investors Research Corp's Equitable Holdings position peaked at $1.76K in Q3 2024.
532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.