LPWM
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Lake Point Wealth Management’s Equitable Holdings EQH Stock Holding History

Lake Point Wealth 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
2022
Q2 		$10K Hold
400
– – 0.01% 152
2022
Q1 		$12K Hold
400
– – 0.01% 143
2021
Q4 		$13K Buy
400
+100
+33% +$3.28K 0.01% 146
2021
Q3 		$9K Hold
300
– – ﹤0.01% 167
2021
Q2 		$9K Buy
+300
New +$9.79K ﹤0.01% 181
2020
Q1 		$3K Buy
200
+100
+100% +$2.18K ﹤0.01% 226
2019
Q4 		$2K Buy
+100
New +$2.32K ﹤0.01% 480
2019
Q2 		$2K Hold
100
– – ﹤0.01% 528
2019
Q1 		$2K Buy
+100
New +$1.91K ﹤0.01% 526

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return