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Longfellow Investment Management’s Equitable Holdings EQH Stock Holding History

Longfellow Investment 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
Q2 		– Sell
-8,016
Closed -$262K – 459
2021
Q1 		$262K Buy
+8,016
New +$231K 0.03% 294

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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Longfellow Investment Management's EQH Position: Q2 2021 in Review

Longfellow Investment Management sold out of Equitable Holdings (EQH) in Q2 2021, closing a stake of 8,016 shares — an estimated $262K sold.

Longfellow Investment Management first reported a position in EQH in Q1 2021 and held it in 1 quarter. The position peaked at $262K in Q1 2021. 384 funds tracked by Wall St. Rank hold EQH as of Q2 2021.

  • Longfellow Investment Management reported no remaining Equitable Holdings position as of Q2 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 8,016 Equitable Holdings shares in Q2 2021, an estimated $262K.
  • Longfellow Investment Management first reported a position in Equitable Holdings in Q1 2021 and held it in 1 quarter.
  • Longfellow Investment Management's Equitable Holdings position peaked at $262K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2021.

Based on Longfellow Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.