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Kemnay Advisory Services’s Equitable Holdings EQH Stock Holding History

Kemnay Advisory Services’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
2021
Q3 		– Sell
-23,882
Closed -$727K – 95
2021
Q2 		$727K Buy
+23,882
New +$779K 0.09% 75

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Kemnay Advisory Services's EQH Position: Q3 2021 in Review

Kemnay Advisory Services sold out of Equitable Holdings (EQH) in Q3 2021, closing a stake of 23,882 shares — an estimated $727K sold.

Kemnay Advisory Services first reported a position in EQH in Q2 2021 and held it in 1 quarter. The position peaked at $727K in Q2 2021. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

  • Kemnay Advisory Services reported no remaining Equitable Holdings position as of Q3 2021 after selling out during the quarter.
  • Kemnay Advisory Services sold 23,882 Equitable Holdings shares in Q3 2021, an estimated $727K.
  • Kemnay Advisory Services first reported a position in Equitable Holdings in Q2 2021 and held it in 1 quarter.
  • Kemnay Advisory Services's Equitable Holdings position peaked at $727K in Q2 2021.
  • 374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Kemnay Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.