Jim Simons’s Equitable Holdings EQH Stock Holding History

Jim Simons’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 Q2	–	Sell	-68,200	Closed	-$2.59M	–	3607
2024 Q1	$2.59M	Buy	+68,200	New	+$2.32M	﹤0.01%	1850
2022 Q4	–	Sell	-450,500	Closed	-$11.9M	–	4180
2022 Q3	$11.9M	Buy	450,500 +143,500	+47%	+$4.08M	0.02%	936
2022 Q2	$8M	Buy	+307,000	New	+$8.9M	0.01%	1236
2022 Q1	–	Sell	-35,800	Closed	-$1.17M	–	4158
2021 Q4	$1.17M	Sell	35,800 -1,125,200	-97%	-$36.9M	﹤0.01%	2529
2021 Q3	$34.4M	Sell	1,161,000 -495,200	-30%	-$15M	0.04%	433
2021 Q2	$50.4M	Buy	+1,656,200	New	+$54M	0.06%	322
2021 Q1	–	Sell	-271,100	Closed	-$6.94M	–	3421
2020 Q4	$6.94M	Buy	+271,100	New	+$6.34M	0.01%	1390
2020 Q2	–	Sell	-456,900	Closed	-$6.6M	–	3528
2020 Q1	$6.6M	Buy	456,900 +358,400	+364%	+$7.83M	0.01%	1403
2019 Q4	$2.44M	Sell	98,500 -1,052,100	-91%	-$24.4M	﹤0.01%	2224
2019 Q3	$25.5M	Buy	1,150,600 +51,200	+5%	+$1.1M	0.02%	838
2019 Q2	$23M	Buy	+1,099,400	New	+$23.7M	0.02%	889

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jim Simons's EQH Position: Q2 2024 in Review

Jim Simons sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 68,200 shares — an estimated $2.59M sold.

Jim Simons first reported a position in EQH in Q2 2019 and held it in 11 quarters. The position peaked at $50.4M in Q2 2021. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Jim Simons reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Jim Simons sold 68,200 Equitable Holdings shares in Q2 2024, an estimated $2.59M.
Jim Simons first reported a position in Equitable Holdings in Q2 2019 and held it in 11 quarters.
Jim Simons's Equitable Holdings position peaked at $50.4M in Q2 2021.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.