Jupiter Investment Management’s Equitable Holdings EQH Stock Holding History

Jupiter Investment 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
2020 Q2	$26.4M	Sell	1,366,945 -771,145	-36%	-$13.8M	0.42%	73
2020 Q1	$30.9M	Buy	+2,138,090	New	+$46.7M	0.6%	49
2019 Q4	–	Sell	-2,784,765	Closed	-$61.7M	–	457
2019 Q3	$61.7M	Sell	2,784,765 -53,346	-2%	-$1.14M	0.8%	29
2019 Q2	$59.3M	Buy	2,838,111 +2,796,982	+6,801%	+$60.2M	0.61%	55
2019 Q1	$828K	Buy	+41,129	New	+$785K	0.01%	254

Other funds holding EQH

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Jupiter Investment Management's EQH Position: Q2 2020 in Review

Jupiter Investment Management reduced its Equitable Holdings (EQH) stake by 36% in Q2 2020, selling an estimated $13.8M and leaving 1,366,945 shares worth $26.4M. The position accounts for 0.42% of the portfolio, ranked #73.

Jupiter Investment Management first reported a position in EQH in Q1 2019 and has held it in 5 quarters since. The position peaked at $61.7M in Q3 2019. 305 funds tracked by Wall St. Rank hold EQH as of Q2 2020.

Jupiter Investment Management held 1,366,945 shares of Equitable Holdings worth $26.4M as of Q2 2020.
Jupiter Investment Management sold 771,145 Equitable Holdings shares in Q2 2020, an estimated $13.8M.
Equitable Holdings made up 0.42% of Jupiter Investment Management's portfolio in Q2 2020, its #73 holding.
Jupiter Investment Management first reported a position in Equitable Holdings in Q1 2019 and has held it in 5 quarters since.
Jupiter Investment Management's Equitable Holdings position peaked at $61.7M in Q3 2019.
305 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.