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Lingohr Asset Management’s Equitable Holdings EQH Stock Holding History

Lingohr Asset 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
2021
Q1 		– Sell
-15,607
Closed -$399K – 96
2020
Q4 		$399K Sell
15,607
-293
-2% -$6.85K 1.15% 22
2020
Q3 		$290K Buy
+15,900
New +$320K 1.03% 55

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lingohr Asset Management's EQH Position: Q1 2021 in Review

Lingohr Asset Management sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 15,607 shares — an estimated $399K sold.

Lingohr Asset Management first reported a position in EQH in Q3 2020 and held it in 2 quarters. The position peaked at $399K in Q4 2020. 366 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

  • Lingohr Asset Management reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
  • Lingohr Asset Management sold 15,607 Equitable Holdings shares in Q1 2021, an estimated $399K.
  • Lingohr Asset Management first reported a position in Equitable Holdings in Q3 2020 and held it in 2 quarters.
  • Lingohr Asset Management's Equitable Holdings position peaked at $399K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Lingohr Asset Management's 13F filing for Q1 2021, filed 11 May 2021.