Lombard Odier Asset Management (Switzerland)’s Equitable Holdings EQH Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q2	–	Sell	-6,144	Closed	-$234K	–	254
2024 Q1	$234K	Buy	+6,144	New	+$209K	0.02%	340
2021 Q3	–	Sell	-9,871	Closed	-$301K	–	307
2021 Q2	$301K	Hold	9,871	–	–	0.02%	426
2021 Q1	$322K	Buy	+9,871	New	+$285K	0.02%	310
2020 Q4	–	Sell	-24,459	Closed	-$446K	–	205
2020 Q3	$446K	Buy	24,459 +13,769	+129%	+$277K	0.05%	252
2020 Q2	$206K	Sell	10,690 -5,998	-36%	-$107K	0.03%	134
2020 Q1	$241K	Buy	+16,688	New	+$364K	0.03%	310
2019 Q4	–	Sell	-50,954	Closed	-$1.13M	–	377
2019 Q3	$1.13M	Sell	50,954 -133,800	-72%	-$2.87M	0.12%	147
2019 Q2	$3.86M	Sell	184,754 -13,638	-7%	-$293K	0.39%	55
2019 Q1	$4M	Buy	198,392 +122,066	+160%	+$2.33M	0.41%	51
2018 Q4	$1.27M	Buy	+76,326	New	+$1.49M	0.14%	115

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s EQH Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 6,144 shares — an estimated $234K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in EQH in Q4 2018 and held it in 10 quarters. The position peaked at $4M in Q1 2019. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

Lombard Odier Asset Management (Switzerland) reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 6,144 Equitable Holdings shares in Q2 2024, an estimated $234K.
Lombard Odier Asset Management (Switzerland) first reported a position in Equitable Holdings in Q4 2018 and held it in 10 quarters.
Lombard Odier Asset Management (Switzerland)'s Equitable Holdings position peaked at $4M in Q1 2019.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.