KI
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Kula Investments’s Equitable Holdings EQH Stock Holding History

Kula Investments’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
Q1 		$563K Sell
22,160
-7,902
-26% -$233K 0.14% 270
2022
Q4 		$863K Buy
+30,062
New +$890K 0.25% 75

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kula Investments's EQH Position: Q1 2023 in Review

Kula Investments reduced its Equitable Holdings (EQH) stake by 26% in Q1 2023, selling an estimated $233K and leaving 22,160 shares worth $563K. The position accounts for 0.14% of the portfolio, ranked #270.

Kula Investments first reported a position in EQH in Q4 2022 and has held it in 2 quarters since. The position peaked at $863K in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Kula Investments held 22,160 shares of Equitable Holdings worth $563K as of Q1 2023.
  • Kula Investments sold 7,902 Equitable Holdings shares in Q1 2023, an estimated $233K.
  • Equitable Holdings made up 0.14% of Kula Investments's portfolio in Q1 2023, its #270 holding.
  • Kula Investments first reported a position in Equitable Holdings in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Equitable Holdings position peaked at $863K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.