Ladenburg Thalmann Financial Services’s Equitable Holdings EQH Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$194K	Sell	7,764 -374	-5%	-$8.67K	﹤0.01%	2530
2019 Q3	$180K	Buy	8,138 +365	+5%	+$7.83K	﹤0.01%	2545
2019 Q2	$163K	Buy	7,773 +169	+2%	+$3.64K	﹤0.01%	2612
2019 Q1	$153K	Buy	7,604 +524	+7%	+$10K	﹤0.01%	2590
2018 Q4	$118K	Buy	+7,080	New	+$138K	﹤0.01%	2633

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EQH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Equitable Holdings (EQH) stake by 4.6% in Q4 2019, selling an estimated $8.67K and leaving 7,764 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Ladenburg Thalmann Financial Services first reported a position in EQH in Q4 2018 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold EQH as of Q4 2019.

Ladenburg Thalmann Financial Services held 7,764 shares of Equitable Holdings worth $194K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 374 Equitable Holdings shares in Q4 2019, an estimated $8.67K.
Equitable Holdings made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2530 holding.
Ladenburg Thalmann Financial Services first reported a position in Equitable Holdings in Q4 2018 and has held it in 5 quarters since.
278 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.