Itau Unibanco Holding S.A.’s Equitable Holdings EQH Stock Holding History

Itau Unibanco Holding S.A.’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 Q1	–	Sell	-3,691	Closed	-$107K	–	541
2022 Q4	$107K	Sell	3,691 -433	-10%	-$12.8K	﹤0.01%	286
2022 Q3	$109K	Buy	4,124 +217	+6%	+$6.17K	﹤0.01%	294
2022 Q2	$102K	Buy	+3,907	New	+$113K	﹤0.01%	282
2019 Q4	–	Sell	-2,854	Closed	-$59K	–	911
2019 Q3	$59K	Hold	2,854	–	–	﹤0.01%	233
2019 Q2	$59K	Sell	2,854 -4,865	-63%	-$105K	﹤0.01%	550
2019 Q1	$123K	Hold	7,719	–	–	0.01%	310
2018 Q4	$123K	Buy	+7,719	New	+$151K	0.01%	310
2018 Q3	–	Sell	-7,082	Closed	-$146K	–	659
2018 Q2	$146K	Buy	+7,082	New	+$151K	0.02%	423

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

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

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

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

Itau Unibanco Holding S.A.'s EQH Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 3,691 shares — an estimated $107K sold.

Itau Unibanco Holding S.A. first reported a position in EQH in Q2 2018 and held it in 8 quarters. The position peaked at $146K in Q2 2018. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 3,691 Equitable Holdings shares in Q1 2023, an estimated $107K.
Itau Unibanco Holding S.A. first reported a position in Equitable Holdings in Q2 2018 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s Equitable Holdings position peaked at $146K in Q2 2018.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.