Loomis, Sayles & Company
EQH icon

Loomis, Sayles & Company’s Equitable Holdings EQH Stock Holding History

Loomis, Sayles & Company’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
-764
Closed -$25K – 782
2023
Q4 		$25K Sell
764
-39
-5% -$1.14K ﹤0.01% 670
2023
Q3 		$23K Buy
803
+592
+281% +$16.7K ﹤0.01% 685
2023
Q2 		$6K Sell
211
-188
-47% -$4.76K ﹤0.01% 776
2023
Q1 		$10K Buy
+399
New +$11.8K ﹤0.01% 841
2022
Q4 		– Sell
-63
Closed -$2K – 894
2022
Q3 		$2K Buy
+63
New +$1.79K ﹤0.01% 791
2020
Q4 		– Sell
-9,346
Closed -$170K – 807
2020
Q3 		$170K Buy
+9,346
New +$188K ﹤0.01% 511

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Loomis, Sayles & Company's EQH Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 764 shares — an estimated $25K sold.

Loomis, Sayles & Company first reported a position in EQH in Q3 2020 and held it in 6 quarters. The position peaked at $170K in Q3 2020. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 764 Equitable Holdings shares in Q1 2024, an estimated $25K.
  • Loomis, Sayles & Company first reported a position in Equitable Holdings in Q3 2020 and held it in 6 quarters.
  • Loomis, Sayles & Company's Equitable Holdings position peaked at $170K in Q3 2020.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.