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Lee Financial’s Equitable Holdings EQH Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-322
Closed -$10.7K – 370
2023
Q4 		$10.7K Sell
322
-141
-30% -$4.13K ﹤0.01% 415
2023
Q3 		$13.1K Hold
463
– – ﹤0.01% 368
2023
Q2 		$12.6K Buy
463
+88
+23% +$2.23K ﹤0.01% 375
2023
Q1 		$9.52K Buy
+375
New +$11.1K ﹤0.01% 431
2022
Q4 		– Sell
-151
Closed -$4K – 948
2022
Q3 		$4K Hold
151
– – ﹤0.01% 568
2022
Q2 		$4K Buy
+151
New +$4.38K ﹤0.01% 586
2022
Q1 		– Sell
-30
Closed -$1K – 818
2021
Q4 		$1K Buy
+30
New +$985 ﹤0.01% 832

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's EQH Position: Q1 2024 in Review

Lee Financial sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 322 shares — an estimated $10.7K sold.

Lee Financial first reported a position in EQH in Q4 2021 and held it in 7 quarters. The position peaked at $13.1K in Q3 2023. 447 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Lee Financial reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 322 Equitable Holdings shares in Q1 2024, an estimated $10.7K.
  • Lee Financial first reported a position in Equitable Holdings in Q4 2021 and held it in 7 quarters.
  • Lee Financial's Equitable Holdings position peaked at $13.1K in Q3 2023.
  • 447 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.