Jupiter Asset Management’s Equitable Holdings EQH Stock Holding History

Jupiter Asset Management’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 Q2	–	Sell	-60,673	Closed	-$1.54M	–	523
2023 Q1	$1.54M	Buy	+60,673	New	+$1.79M	0.02%	315
2021 Q1	–	Sell	-193,336	Closed	-$4.95M	–	586
2020 Q4	$4.95M	Buy	+193,336	New	+$4.52M	0.05%	312

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 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

Jupiter Asset Management's EQH Position: Q2 2023 in Review

Jupiter Asset Management sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 60,673 shares — an estimated $1.54M sold.

Jupiter Asset Management first reported a position in EQH in Q4 2020 and held it in 2 quarters. The position peaked at $4.95M in Q4 2020. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

Jupiter Asset Management reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 60,673 Equitable Holdings shares in Q2 2023, an estimated $1.54M.
Jupiter Asset Management first reported a position in Equitable Holdings in Q4 2020 and held it in 2 quarters.
Jupiter Asset Management's Equitable Holdings position peaked at $4.95M in Q4 2020.
380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.