Kore Private Wealth’s Equitable Holdings EQH Stock Holding History

Kore Private Wealth’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 Q1	–	Sell	-2	Closed	–	–	1103
2019 Q4	$0	Buy	+2	New	+$46	﹤0.01%	1045

Other funds holding EQH

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Kore Private Wealth's EQH Position: Q1 2020 in Review

Kore Private Wealth sold out of Equitable Holdings (EQH) in Q1 2020, closing a stake of 2 shares.

Kore Private Wealth first reported a position in EQH in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 273 funds tracked by Wall St. Rank hold EQH as of Q1 2020.

Kore Private Wealth reported no remaining Equitable Holdings position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 2 Equitable Holdings shares in Q1 2020.
Kore Private Wealth first reported a position in Equitable Holdings in Q4 2019 and held it in 1 quarter.
Kore Private Wealth's Equitable Holdings position peaked at $0 in Q4 2019.
273 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.