Lord, Abbett & Co’s Equitable Holdings EQH Stock Holding History

Lord, Abbett & Co’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
2023 Q1	–	Sell	-227,230	Closed	-$6.52M	–	579
2022 Q4	$6.52M	Sell	227,230 -111,920	-33%	-$3.31M	0.02%	471
2022 Q3	$8.94M	Sell	339,150 -1,772,262	-84%	-$50.4M	0.03%	417
2022 Q2	$55M	Sell	2,111,412 -421,340	-17%	-$12.2M	0.19%	150
2022 Q1	$78.3M	Sell	2,532,752 -101,063	-4%	-$3.33M	0.21%	138
2021 Q4	$86.4M	Sell	2,633,815 -6,048	-0.2%	-$199K	0.2%	163
2021 Q3	$78.2M	Sell	2,639,863 -118,218	-4%	-$3.58M	0.19%	166
2021 Q2	$84M	Buy	2,758,081 +824,997	+43%	+$26.9M	0.2%	151
2021 Q1	$63.1M	Buy	+1,933,084	New	+$55.7M	0.16%	202

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lord, Abbett & Co's EQH Position: Q1 2023 in Review

Lord, Abbett & Co sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 227,230 shares — an estimated $6.52M sold.

Lord, Abbett & Co first reported a position in EQH in Q1 2021 and held it in 8 quarters. The position peaked at $86.4M in Q4 2021. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Lord, Abbett & Co reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
Lord, Abbett & Co sold 227,230 Equitable Holdings shares in Q1 2023, an estimated $6.52M.
Lord, Abbett & Co first reported a position in Equitable Holdings in Q1 2021 and held it in 8 quarters.
Lord, Abbett & Co's Equitable Holdings position peaked at $86.4M in Q4 2021.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Lord, Abbett & Co's 13F filing for Q1 2023, filed 12 May 2023.