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Joel Greenblatt’s Equitable Holdings EQH Stock Holding History

Joel Greenblatt’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
-8,948
Closed -$376K – 1449
2024
Q3 		$376K Sell
8,948
-910
-9% -$37.3K ﹤0.01% 1173
2024
Q2 		$403K Sell
9,858
-1,207
-11% -$47.3K 0.01% 1144
2024
Q1 		$421K Sell
11,065
-3,232
-23% -$110K 0.01% 1106
2023
Q4 		$476K Sell
14,297
-4,019
-22% -$118K 0.01% 1004
2023
Q3 		$520K Sell
18,316
-2,634
-13% -$74.4K 0.01% 961
2023
Q2 		$569K Sell
20,950
-227
-1% -$5.75K 0.01% 928
2023
Q1 		$538K Buy
+21,177
New +$625K 0.01% 941
2022
Q4 		– Sell
-13,996
Closed -$369K – 1235
2022
Q3 		$369K Buy
13,996
+1,788
+15% +$50.8K 0.01% 924
2022
Q2 		$318K Buy
12,208
+258
+2% +$7.48K 0.01% 914
2022
Q1 		$369K Buy
11,950
+1,237
+12% +$40.8K 0.01% 885
2021
Q4 		$351K Buy
+10,713
New +$352K 0.01% 905
2020
Q3 		– Sell
-11,244
Closed -$217K – 1059
2020
Q2 		$217K Buy
+11,244
New +$201K 0.01% 940
2020
Q1 		– Sell
-12,392
Closed -$307K – 1102
2019
Q4 		$307K Buy
+12,392
New +$287K 0.01% 934
2019
Q2 		– Sell
-14,573
Closed -$294K – 1174
2019
Q1 		$294K Buy
+14,573
New +$278K ﹤0.01% 998

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Joel Greenblatt's EQH Position: Q4 2024 in Review

Joel Greenblatt sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 8,948 shares — an estimated $376K sold.

Joel Greenblatt first reported a position in EQH in Q1 2019 and held it in 14 quarters. The position peaked at $569K in Q2 2023. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Joel Greenblatt reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 8,948 Equitable Holdings shares in Q4 2024, an estimated $376K.
  • Joel Greenblatt first reported a position in Equitable Holdings in Q1 2019 and held it in 14 quarters.
  • Joel Greenblatt's Equitable Holdings position peaked at $569K in Q2 2023.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.