LMR Partners’s Equitable Holdings EQH Stock Holding History

LMR Partners’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
2025 Q2	–	Sell	-6,784	Closed	-$353K	–	1459
2025 Q1	$353K	Sell	6,784 -6,976	-51%	-$365K	﹤0.01%	979
2024 Q4	$649K	Buy	+13,760	New	+$635K	0.01%	791

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's EQH Position: Q2 2025 in Review

LMR Partners sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 6,784 shares — an estimated $353K sold.

LMR Partners first reported a position in EQH in Q4 2024 and held it in 2 quarters. The position peaked at $649K in Q4 2024. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

LMR Partners reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 6,784 Equitable Holdings shares in Q2 2025, an estimated $353K.
LMR Partners first reported a position in Equitable Holdings in Q4 2024 and held it in 2 quarters.
LMR Partners's Equitable Holdings position peaked at $649K in Q4 2024.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.